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 | $10,163 | $90,600-88.8% | $79,464-87.2% | $135,375-92.5% |
| Participation rate | 56.3% | 76.0%-19.8pp | 73.3%-17.1pp | 82.6%-26.4pp |
| Annual return | 0.00% | 977.43%-977.4pp | 718.14%-718.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $210 | $3,068-93.2% | $2,800-92.5% | $4,779-95.6% |
| Participant deferral / active EE | $252 | $4,050-93.8% | $3,704-93.2% | $5,609-95.5% |
| Admin fee / account holder | $221 | $5,907-96.3% | $5,113-95.7% | $10,827-98.0% |