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 | $108,130 | $53,162+103.4% | $91,220+18.5% | $68,494+57.9% |
| Participation rate | 3.7% | 63.2%-59.5pp | 73.2%-69.5pp | 67.9%-64.2pp |
| Annual return | -18.80% | -3.14%-15.7pp | 114.01%-132.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $413 | $2,974-86.1% | $4,234-90.2% | $4,027-89.7% |
| Admin fee / account holder | $175 | $4,493-96.1% | $5,420-96.8% | $5,403-96.8% |