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 | $38,786 | $50,958-23.9% | $74,550-48.0% | $64,186-39.6% |
| Participation rate | 42.9% | 61.1%-18.2pp | 69.1%-26.3pp | 69.6%-26.7pp |
| Annual return | 7.50% | -1.86%+9.4pp | 32.53%-25.0pp | 7.63%-0.1pp |
| Employer contribution / active EE | $559 | $1,115-49.8% | $1,961-71.5% | $2,381-76.5% |
| Participant deferral / active EE | $789 | $2,301-65.7% | $3,108-74.6% | $3,470-77.3% |
| Admin fee / account holder | $17 | $4,223-99.6% | $5,060-99.7% | $4,888-99.6% |