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 | $62,492 | $62,586-0.1% | $76,768-18.6% | $64,186-2.6% |
| Participation rate | 22.0% | 72.8%-50.9pp | 77.0%-55.0pp | 69.6%-47.6pp |
| Annual return | -5.63% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $434 | $1,832-76.3% | $2,485-82.6% | $2,381-81.8% |
| Participant deferral / active EE | $1,339 | $3,145-57.4% | $3,852-65.2% | $3,470-61.4% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,888-100.0% |