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 4-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 | $8,979 | $64,839-86.2% | $95,585-90.6% | $84,808-89.4% |
| Participation rate | 35.7% | 63.8%-28.1pp | 72.1%-36.4pp | 68.3%-32.6pp |
| Annual return | 14.39% | -670.96%+685.4pp | 38.56%-24.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $698 | $2,965-76.5% | $4,023-82.7% | $4,212-83.4% |
| Admin fee / account holder | $122 | $5,964-98.0% | $6,127-98.0% | $7,344-98.3% |