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 | $43,071 | $82,664-47.9% | $125,339-65.6% | $68,494-37.1% |
| Participation rate | 31.3% | 75.0%-43.8pp | 82.4%-51.1pp | 67.9%-36.6pp |
| Annual return | -17.03% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,135 | $3,381-66.4% | $4,814-76.4% | $2,596-56.3% |
| Participant deferral / active EE | $2,433 | $6,110-60.2% | $7,446-67.3% | $4,027-39.6% |
| Admin fee / account holder | $130 | $6,275-97.9% | $10,010-98.7% | $5,403-97.6% |