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 8-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 | $3,449 | $56,835-93.9% | - | $135,375-97.5% |
| Participation rate | 30.8% | 68.0%-37.2pp | - | 82.6%-51.9pp |
| Annual return | -6.12% | 2630.74%-2636.9pp | - | 519.73%-525.9pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | - | $4,779-100.0% |
| Participant deferral / active EE | $419 | $3,681-88.6% | - | $5,609-92.5% |
| Admin fee / account holder | $0 | $1,586-100.0% | - | $10,827-100.0% |