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 10-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 | $29,013 | $42,383-31.5% | $76,523-62.1% | $64,186-54.8% |
| Participation rate | 8.2% | 58.1%-49.9pp | 68.0%-59.8pp | 69.6%-61.3pp |
| Annual return | -6.41% | -16.54%+10.1pp | -0.27%-6.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $193 | $2,566-92.5% | $3,835-95.0% | $3,470-94.4% |
| Admin fee / account holder | $32 | $3,198-99.0% | $4,848-99.3% | $4,888-99.3% |