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 | $33,263 | $97,044-65.7% | $83,333-60.1% | $135,375-75.4% |
| Participation rate | 54.5% | 80.4%-25.9pp | 77.8%-23.2pp | 82.6%-28.1pp |
| Annual return | -7.43% | 12.31%-19.7pp | 10.63%-18.1pp | 519.73%-527.2pp |
| Employer contribution / active EE | $524 | $4,143-87.4% | $3,379-84.5% | $4,779-89.0% |
| Participant deferral / active EE | $1,688 | $5,964-71.7% | $5,565-69.7% | $5,609-69.9% |
| Admin fee / account holder | $289 | $8,380-96.6% | $7,510-96.2% | $10,827-97.3% |