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 | $25,911 | $82,664-68.7% | $125,339-79.3% | $68,494-62.2% |
| Participation rate | 60.3% | 75.0%-14.7pp | 82.4%-22.0pp | 67.9%-7.5pp |
| Annual return | -17.39% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,087 | $3,381-67.9% | $4,814-77.4% | $2,596-58.1% |
| Participant deferral / active EE | $2,518 | $6,110-58.8% | $7,446-66.2% | $4,027-37.5% |
| Admin fee / account holder | $12 | $6,275-99.8% | $10,010-99.9% | $5,403-99.8% |