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 7-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 | $33,017 | $82,664-60.1% | $125,339-73.7% | $68,494-51.8% |
| Participation rate | 15.4% | 75.0%-59.7pp | 82.4%-67.0pp | 67.9%-52.5pp |
| Annual return | -18.02% | -5.97%-12.0pp | 572.05%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $902 | $3,381-73.3% | $4,814-81.3% | $2,596-65.3% |
| Participant deferral / active EE | $2,524 | $6,110-58.7% | $7,446-66.1% | $4,027-37.3% |
| Admin fee / account holder | $116 | $6,275-98.2% | $10,010-98.8% | $5,403-97.9% |