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 | $51,636 | $59,805-13.7% | $79,550-35.1% | $68,494-24.6% |
| Participation rate | 14.3% | 61.1%-46.8pp | 69.5%-55.2pp | 67.9%-53.6pp |
| Annual return | -18.67% | -12.30%-6.4pp | 0.16%-18.8pp | -7.84%-10.8pp |
| Employer contribution / active EE | $512 | $1,505-66.0% | $2,413-78.8% | $2,596-80.3% |
| Participant deferral / active EE | $1,239 | $3,024-59.0% | $3,985-68.9% | $4,027-69.2% |
| Admin fee / account holder | $9 | $4,835-99.8% | $6,832-99.9% | $5,403-99.8% |