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 | $23,407 | $53,516-56.3% | $126,539-81.5% | $84,808-72.4% |
| Participation rate | 7.1% | 58.2%-51.1pp | 69.8%-62.7pp | 68.3%-61.2pp |
| Annual return | 19.39% | 58.34%-39.0pp | 425.95%-406.6pp | 40.90%-21.5pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $446 | $2,671-83.3% | $4,083-89.1% | $4,212-89.4% |
| Admin fee / account holder | $83 | $4,497-98.2% | $6,065-98.6% | $7,344-98.9% |