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 | $49,876 | $73,004-31.7% | $90,749-45.0% | $68,494-27.2% |
| Participation rate | 40.6% | 70.8%-30.3pp | 75.7%-35.1pp | 67.9%-27.3pp |
| Annual return | -11.07% | -13.81%+2.7pp | -12.16%+1.1pp | -7.84%-3.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $951 | $3,627-73.8% | $4,564-79.2% | $4,027-76.4% |
| Admin fee / account holder | $12 | $5,896-99.8% | $8,445-99.9% | $5,403-99.8% |