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 | $22,788 | $52,681-56.7% | $75,781-69.9% | $59,632-61.8% |
| Participation rate | 41.6% | 67.2%-25.7pp | 75.8%-34.3pp | 68.7%-27.1pp |
| Annual return | -2.51% | 2.95%-5.5pp | 9.68%-12.2pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $708 | $2,591-72.7% | $3,651-80.6% | $3,192-77.8% |
| Admin fee / account holder | $169 | $3,610-95.3% | $5,299-96.8% | $4,297-96.1% |