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 | $29,981 | $60,349-50.3% | $74,183-59.6% | $62,891-52.3% |
| Participation rate | 68.3% | 72.7%-4.4pp | 76.6%-8.3pp | 69.3%-1.0pp |
| Annual return | 0.00% | 21.37%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $492 | $1,680-70.7% | $2,370-79.3% | $2,281-78.4% |
| Participant deferral / active EE | $822 | $2,856-71.2% | $3,550-76.8% | $3,203-74.3% |
| Admin fee / account holder | $4 | $4,261-99.9% | $5,586-99.9% | $4,296-99.9% |