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 6-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 | $28,384 | $59,839-52.6% | $81,983-65.4% | $79,858-64.5% |
| Participation rate | 10.5% | 61.6%-51.1pp | 69.2%-58.7pp | 69.6%-59.1pp |
| Annual return | 0.00% | 17.56%-17.6pp | 41.31%-41.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $691 | $2,695-74.4% | $3,722-81.4% | $3,740-81.5% |
| Admin fee / account holder | $62 | $4,287-98.6% | $5,664-98.9% | $5,306-98.8% |