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 | $46,282 | $72,177-35.9% | $115,037-59.8% | $59,632-22.4% |
| Participation rate | 55.2% | 72.6%-17.4pp | 81.4%-26.2pp | 68.7%-13.5pp |
| Annual return | -0.49% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $547 | $2,841-80.7% | $4,608-88.1% | $2,203-75.2% |
| Participant deferral / active EE | $1,139 | $4,783-76.2% | $6,026-81.1% | $3,192-64.3% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |