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 | $91,873 | $32,117+186.1% | $71,086+29.2% | $64,186+43.1% |
| Participation rate | 11.8% | 42.7%-30.9pp | 54.7%-42.9pp | 69.6%-57.8pp |
| Annual return | -5.72% | -5.57%-0.1pp | 650.59%-656.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $141 | $712-80.2% | $1,088-87.0% | $2,381-94.1% |
| Participant deferral / active EE | $321 | $1,263-74.6% | $1,874-82.9% | $3,470-90.7% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,888-100.0% |