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 | $18,418 | $190,805-90.3% | $159,960-88.5% | $134,475-86.3% |
| Participation rate | 23.8% | 81.9%-58.1pp | 78.0%-54.1pp | 81.2%-57.4pp |
| Annual return | -11.65% | 552.23%-563.9pp | 408.60%-420.3pp | 417.96%-429.6pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,272 | $6,923-81.6% | $6,182-79.4% | $6,400-80.1% |
| Admin fee / account holder | $25 | $10,471-99.8% | $8,698-99.7% | $11,426-99.8% |