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 3-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 | $19,826 | $65,561-69.8% | $86,188-77.0% | $75,163-73.6% |
| Participation rate | 41.3% | 60.5%-19.2pp | 69.0%-27.7pp | 67.2%-25.9pp |
| Annual return | 0.00% | 46.05%-46.1pp | 1168.45%-1168.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $455 | $1,553-70.7% | $2,380-80.9% | $2,670-83.0% |
| Participant deferral / active EE | $1,016 | $3,024-66.4% | $3,985-74.5% | $4,125-75.4% |
| Admin fee / account holder | $2 | $5,474-100.0% | $6,852-100.0% | $5,651-100.0% |