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 | $173,820 | $107,015+62.4% | $73,545+136.3% | $147,584+17.8% |
| Participation rate | 60.0% | 66.4%-6.4pp | 54.9%+5.1pp | 82.8%-22.8pp |
| Annual return | 115.54% | 38.25%+77.3pp | -15.16%+130.7pp | 578.55%-463.0pp |
| Employer contribution / active EE | $77 | $1,760-95.6% | $1,219-93.7% | $4,876-98.4% |
| Participant deferral / active EE | $0 | $2,462-100.0% | $1,806-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |