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 | $10,095 | $73,867-86.3% | $143,757-93.0% | $68,494-85.3% |
| Participation rate | 17.6% | 66.7%-49.0pp | 80.3%-62.7pp | 67.9%-50.2pp |
| Annual return | -10.94% | 1.01%-12.0pp | -0.04%-10.9pp | -7.84%-3.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $378 | $3,384-88.8% | $5,637-93.3% | $4,027-90.6% |
| Admin fee / account holder | $1 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |