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 3-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 | $3,961 | $51,638-92.3% | $68,368-94.2% | $82,448-95.2% |
| Participation rate | 16.2% | 63.6%-47.4pp | 73.8%-57.5pp | 68.1%-51.9pp |
| Annual return | 31.95% | 37.53%-5.6pp | 292.57%-260.6pp | 41.64%-9.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $386 | $2,914-86.8% | $4,123-90.6% | $4,139-90.7% |
| Admin fee / account holder | $1 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |