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 | $178,290 | $142,344+25.3% | $119,609+49.1% | $134,475+32.6% |
| Participation rate | 55.6% | 82.8%-27.3pp | 79.3%-23.7pp | 81.2%-25.7pp |
| Annual return | -15.30% | -12.44%-2.9pp | -14.97%-0.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,359 | $5,222-74.0% | $4,232-67.9% | $4,740-71.3% |
| Participant deferral / active EE | $1,716 | $6,469-73.5% | $5,602-69.4% | $6,400-73.2% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |