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 | $38,335 | $92,222-58.4% | $76,768-50.1% | $135,375-71.7% |
| Participation rate | 21.4% | 79.8%-58.3pp | 77.0%-55.5pp | 82.6%-61.2pp |
| Annual return | -3.45% | 5.46%-8.9pp | 2.43%-5.9pp | 519.73%-523.2pp |
| Employer contribution / active EE | $2,677 | $3,216-16.8% | $2,485+7.7% | $4,779-44.0% |
| Participant deferral / active EE | $1,011 | $4,509-77.6% | $3,852-73.8% | $5,609-82.0% |
| Admin fee / account holder | $59 | $10,748-99.5% | $6,675-99.1% | $10,827-99.5% |