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 | $43,081 | $67,411-36.1% | $91,001-52.7% | $70,131-38.6% |
| Participation rate | 20.0% | 71.4%-51.4pp | 75.6%-55.6pp | 69.5%-49.5pp |
| Annual return | 14.53% | -40.16%+54.7pp | 4.60%+9.9pp | 73.14%-58.6pp |
| Employer contribution / active EE | $403 | $1,786-77.4% | $2,456-83.6% | $2,342-82.8% |
| Participant deferral / active EE | $875 | $2,823-69.0% | $3,547-75.3% | $3,332-73.8% |
| Admin fee / account holder | $23 | $4,236-99.5% | $5,417-99.6% | $4,645-99.5% |