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 | $18,241 | $73,867-75.3% | $143,757-87.3% | $68,494-73.4% |
| Participation rate | 45.2% | 66.7%-21.5pp | 80.3%-35.1pp | 67.9%-22.7pp |
| Annual return | -15.63% | 1.01%-16.6pp | -0.04%-15.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $460 | $3,184-85.5% | $4,951-90.7% | $2,596-82.3% |
| Participant deferral / active EE | $604 | $3,384-82.2% | $5,637-89.3% | $4,027-85.0% |
| Admin fee / account holder | $40 | $5,755-99.3% | $14,673-99.7% | $5,403-99.3% |