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 | $56,090 | $91,538-38.7% | $129,995-56.9% | $75,163-25.4% |
| Participation rate | 36.3% | 71.4%-35.2pp | 78.5%-42.2pp | 67.2%-30.9pp |
| Annual return | 16.26% | -631.11%+647.4pp | -137.18%+153.4pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,081 | $2,845-62.0% | $4,320-75.0% | $2,670-59.5% |
| Participant deferral / active EE | $1,774 | $4,341-59.1% | $5,820-69.5% | $4,125-57.0% |
| Admin fee / account holder | $5 | $6,790-99.9% | $10,614-100.0% | $5,651-99.9% |