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 | $111,030 | $54,350+104.3% | $82,719+34.2% | $68,494+62.1% |
| Participation rate | 40.0% | 63.9%-23.9pp | 72.6%-32.6pp | 67.9%-27.9pp |
| Annual return | -15.40% | -13.67%-1.7pp | 701.18%-716.6pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,691 | $2,218-23.7% | $3,009-43.8% | $2,596-34.9% |
| Participant deferral / active EE | $482 | $3,246-85.2% | $4,395-89.0% | $4,027-88.0% |
| Admin fee / account holder | $1 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |