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 | $11,611 | $85,790-86.5% | $67,313-82.8% | $135,375-91.4% |
| Participation rate | 39.1% | 76.5%-37.3pp | 69.1%-30.0pp | 82.6%-43.5pp |
| Annual return | -8.03% | -0.54%-7.5pp | -4.08%-4.0pp | 519.73%-527.8pp |
| Employer contribution / active EE | $747 | $3,487-78.6% | $2,566-70.9% | $4,779-84.4% |
| Participant deferral / active EE | $755 | $4,651-83.8% | $3,568-78.8% | $5,609-86.5% |
| Admin fee / account holder | $59 | $6,392-99.1% | $4,507-98.7% | $10,827-99.5% |