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 | $30,948 | $77,813-60.2% | $123,544-74.9% | $64,186-51.8% |
| Participation rate | 48.1% | 74.7%-26.6pp | 82.3%-34.1pp | 69.6%-21.4pp |
| Annual return | -7.31% | 12.48%-19.8pp | 119.20%-126.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,033 | $3,014-65.7% | $4,628-77.7% | $2,381-56.6% |
| Participant deferral / active EE | $1,699 | $5,240-67.6% | $6,426-73.6% | $3,470-51.0% |
| Admin fee / account holder | $40 | $5,519-99.3% | $9,284-99.6% | $4,888-99.2% |