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 | $73,734 | $99,640-26.0% | $86,436-14.7% | $134,475-45.2% |
| Participation rate | 66.7% | 82.0%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -17.98% | 6782.58%-6800.6pp | 4394.89%-4412.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $635 | $4,400-85.6% | $3,769-83.1% | $4,740-86.6% |
| Participant deferral / active EE | $1,339 | $7,246-81.5% | $6,952-80.7% | $6,400-79.1% |
| Admin fee / account holder | $210 | $8,371-97.5% | $6,731-96.9% | $11,426-98.2% |