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 | $42,768 | $82,664-48.3% | $125,339-65.9% | $68,494-37.6% |
| Participation rate | 57.9% | 75.0%-17.1pp | 82.4%-24.5pp | 67.9%-10.0pp |
| Annual return | -15.97% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $740 | $3,381-78.1% | $4,814-84.6% | $2,596-71.5% |
| Participant deferral / active EE | $2,376 | $6,110-61.1% | $7,446-68.1% | $4,027-41.0% |
| Admin fee / account holder | $149 | $6,275-97.6% | $10,010-98.5% | $5,403-97.2% |