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 | $32,838 | $100,754-67.4% | $86,677-62.1% | $134,475-75.6% |
| Participation rate | 38.9% | 78.9%-40.0pp | 76.6%-37.7pp | 81.2%-42.3pp |
| Annual return | -14.11% | 29.04%-43.1pp | 35.91%-50.0pp | 417.96%-432.1pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $432 | $5,338-91.9% | $4,656-90.7% | $6,400-93.2% |
| Admin fee / account holder | $79 | $10,926-99.3% | $7,493-98.9% | $11,426-99.3% |