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 | $97,630 | $82,664+18.1% | $125,339-22.1% | $68,494+42.5% |
| Participation rate | 28.6% | 75.0%-46.5pp | 82.4%-53.8pp | 67.9%-39.3pp |
| Annual return | -14.20% | -5.97%-8.2pp | 572.05%-586.3pp | -7.84%-6.4pp |
| Employer contribution / active EE | $951 | $3,381-71.9% | $4,814-80.3% | $2,596-63.4% |
| Participant deferral / active EE | $2,317 | $6,110-62.1% | $7,446-68.9% | $4,027-42.5% |
| Admin fee / account holder | $8 | $6,275-99.9% | $10,010-99.9% | $5,403-99.9% |