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 | $24,824 | $149,333-83.4% | $106,387-76.7% | $135,375-81.7% |
| Participation rate | 66.7% | 81.5%-14.8pp | 77.5%-10.8pp | 82.6%-16.0pp |
| Annual return | 0.52% | 0.52%0pp | 0.25%+0.3pp | 519.73%-519.2pp |
| Employer contribution / active EE | $4,053 | $4,984-18.7% | $3,520+15.2% | $4,779-15.2% |
| Participant deferral / active EE | $2,027 | $7,230-72.0% | $5,421-62.6% | $5,609-63.9% |
| Admin fee / account holder | $55 | $15,952-99.7% | $7,510-99.3% | $10,827-99.5% |