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 | $17,883 | $49,177-63.6% | $79,464-77.5% | $64,186-72.1% |
| Participation rate | 10.5% | 65.0%-54.5pp | 73.3%-62.8pp | 69.6%-59.0pp |
| Annual return | -5.60% | -1.16%-4.4pp | 718.14%-723.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $61 | $2,821-97.8% | $3,704-98.3% | $3,470-98.2% |
| Admin fee / account holder | $225 | $3,839-94.1% | $5,113-95.6% | $4,888-95.4% |