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 | $18,051 | $78,694-77.1% | $67,652-73.3% | $125,391-85.6% |
| Participation rate | 62.5% | 78.8%-16.3pp | 75.7%-13.2pp | 83.2%-20.7pp |
| Annual return | 0.89% | 9.46%-8.6pp | 6625.04%-6624.2pp | 282.22%-281.3pp |
| Employer contribution / active EE | $657 | $3,044-78.4% | $2,266-71.0% | $4,866-86.5% |
| Participant deferral / active EE | $1,139 | $4,292-73.5% | $3,560-68.0% | $5,352-78.7% |
| Admin fee / account holder | $4 | $7,403-99.9% | $4,821-99.9% | $9,540-100.0% |