See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,428 | $56,199-35.2% | $67,652-46.2% | $59,632-38.9% |
| Participation rate | 58.3% | 71.5%-13.1pp | 75.7%-17.3pp | 68.7%-10.3pp |
| Annual return | -1.62% | 18505.31%-18506.9pp | 6625.04%-6626.7pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $337 | $1,614-79.1% | $2,266-85.1% | $2,203-84.7% |
| Participant deferral / active EE | $828 | $2,844-70.9% | $3,560-76.7% | $3,192-74.1% |
| Admin fee / account holder | $244 | $3,958-93.8% | $4,821-94.9% | $4,297-94.3% |