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 | $29,070 | $56,199-48.3% | $67,652-57.0% | $59,632-51.3% |
| Participation rate | 44.7% | 71.5%-26.7pp | 75.7%-30.9pp | 68.7%-23.9pp |
| Annual return | -0.52% | 18505.31%-18505.8pp | 6625.04%-6625.6pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $319 | $1,614-80.3% | $2,266-85.9% | $2,203-85.5% |
| Participant deferral / active EE | $1,166 | $2,844-59.0% | $3,560-67.2% | $3,192-63.5% |
| Admin fee / account holder | $162 | $3,958-95.9% | $4,821-96.6% | $4,297-96.2% |