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 7-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 | $27,711 | $90,519-69.4% | $93,789-70.5% | $134,475-79.4% |
| Participation rate | 42.9% | 82.0%-39.1pp | 81.0%-38.1pp | 81.2%-38.4pp |
| Annual return | -18.56% | -15.72%-2.8pp | -11.33%-7.2pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,507 | $4,343-65.3% | $4,323-65.1% | $4,740-68.2% |
| Participant deferral / active EE | $2,025 | $5,978-66.1% | $6,094-66.8% | $6,400-68.4% |
| Admin fee / account holder | $104 | $9,252-98.9% | $7,195-98.6% | $11,426-99.1% |