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 5-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 | $3,479 | $27,641-87.4% | $61,373-94.3% | $68,494-94.9% |
| Participation rate | 9.3% | 39.5%-30.2pp | 52.6%-43.3pp | 67.9%-58.6pp |
| Annual return | -18.81% | -13.24%-5.6pp | 338.61%-357.4pp | -7.84%-11.0pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $176 | $1,263-86.0% | $2,125-91.7% | $4,027-95.6% |
| Admin fee / account holder | $100 | $2,010-95.0% | $2,130-95.3% | $5,403-98.1% |