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 | $141,921 | $91,538+55.0% | $129,995+9.2% | $75,163+88.8% |
| Participation rate | 32.4% | 71.4%-39.1pp | 78.5%-46.1pp | 67.2%-34.8pp |
| Annual return | 13.28% | -631.11%+644.4pp | -137.18%+150.5pp | 160.62%-147.3pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $514 | $4,341-88.2% | $5,820-91.2% | $4,125-87.5% |
| Admin fee / account holder | $99 | $6,790-98.5% | $10,614-99.1% | $5,651-98.2% |