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 4-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 | $33,247 | $105,860-68.6% | $90,749-63.4% | $134,475-75.3% |
| Participation rate | 58.8% | 78.2%-19.4pp | 75.7%-16.9pp | 81.2%-22.4pp |
| Annual return | 0.00% | -11.01%+11.0pp | -12.16%+12.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $791 | $3,462-77.1% | $2,921-72.9% | $4,740-83.3% |
| Participant deferral / active EE | $1,388 | $5,216-73.4% | $4,564-69.6% | $6,400-78.3% |
| Admin fee / account holder | $48 | $13,938-99.7% | $8,445-99.4% | $11,426-99.6% |