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 6-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 | $37,244 | $82,664-54.9% | $125,339-70.3% | $68,494-45.6% |
| Participation rate | 16.7% | 75.0%-58.4pp | 82.4%-65.7pp | 67.9%-51.2pp |
| Annual return | -17.96% | -5.97%-12.0pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $853 | $6,110-86.0% | $7,446-88.5% | $4,027-78.8% |
| Admin fee / account holder | $263 | $6,275-95.8% | $10,010-97.4% | $5,403-95.1% |