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 8-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 | $22,193 | $72,177-69.3% | $115,037-80.7% | $59,632-62.8% |
| Participation rate | 62.7% | 72.6%-9.8pp | 81.4%-18.7pp | 68.7%-6.0pp |
| Annual return | -0.82% | 12.02%-12.8pp | 26.14%-27.0pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $753 | $2,841-73.5% | $4,608-83.7% | $2,203-65.8% |
| Participant deferral / active EE | $1,579 | $4,783-67.0% | $6,026-73.8% | $3,192-50.5% |
| Admin fee / account holder | $264 | $4,927-94.6% | $8,175-96.8% | $4,297-93.9% |