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 9-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 | $39,119 | $91,538-57.3% | $129,995-69.9% | $75,163-48.0% |
| Participation rate | 30.3% | 71.4%-41.1pp | 78.5%-48.2pp | 67.2%-36.9pp |
| Annual return | 32.33% | -631.11%+663.4pp | -137.18%+169.5pp | 160.62%-128.3pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,740 | $4,341-59.9% | $5,820-70.1% | $4,125-57.8% |
| Admin fee / account holder | $130 | $6,790-98.1% | $10,614-98.8% | $5,651-97.7% |