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 5-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 | $12,431 | $92,703-86.6% | $82,719-85.0% | $134,475-90.8% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 81.2%-61.2pp |
| Annual return | -0.04% | 944.92%-945.0pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $606 | $3,274-81.5% | $3,009-79.9% | $4,740-87.2% |
| Participant deferral / active EE | $891 | $4,802-81.4% | $4,395-79.7% | $6,400-86.1% |
| Admin fee / account holder | $36 | $5,983-99.4% | $5,329-99.3% | $11,426-99.7% |