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 9-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 | $29,884 | $102,317-70.8% | $146,958-79.7% | $80,856-63.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.2%-32.2pp | 67.6%-17.6pp |
| Annual return | 12.53% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,173 | $3,713-68.4% | $4,933-76.2% | $2,755-57.4% |
| Participant deferral / active EE | $2,583 | $6,644-61.1% | $8,070-68.0% | $4,296-39.9% |
| Admin fee / account holder | $146 | $7,941-98.2% | $12,998-98.9% | $6,918-97.9% |