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 | $53,605 | $58,083-7.7% | $80,019-33.0% | $56,287-4.8% |
| Participation rate | 29.1% | 73.6%-44.5pp | 75.8%-46.7pp | 69.9%-40.7pp |
| Annual return | -1.83% | 34.61%-36.4pp | 11.22%-13.1pp | -9.96%+8.1pp |
| Employer contribution / active EE | $4,651 | $1,932+140.7% | $2,468+88.4% | $2,111+120.3% |
| Participant deferral / active EE | $469 | $3,135-85.0% | $3,686-87.3% | $3,350-86.0% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |