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 | $13,734 | $61,774-77.8% | $97,226-85.9% | $80,856-83.0% |
| Participation rate | 9.4% | 63.5%-54.1pp | 72.7%-63.3pp | 67.6%-58.3pp |
| Annual return | 11.12% | -557.90%+569.0pp | 75.13%-64.0pp | 35.59%-24.5pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $383 | $3,029-87.3% | $4,264-91.0% | $4,296-91.1% |
| Admin fee / account holder | $50 | $5,166-99.0% | $5,654-99.1% | $6,918-99.3% |