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 | $23,077 | $59,107-61.0% | $86,436-73.3% | $68,494-66.3% |
| Participation rate | 68.8% | 75.2%-6.5pp | 80.3%-11.6pp | 67.9%+0.9pp |
| Annual return | -18.63% | -0.23%-18.4pp | 4394.89%-4413.5pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,547 | $2,519-38.6% | $3,769-58.9% | $2,596-40.4% |
| Participant deferral / active EE | $2,640 | $5,901-55.3% | $6,952-62.0% | $4,027-34.4% |
| Admin fee / account holder | $18 | $5,637-99.7% | $6,731-99.7% | $5,403-99.7% |