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 | $65,716 | $73,867-11.0% | $143,757-54.3% | $68,494-4.1% |
| Participation rate | 27.7% | 66.7%-39.0pp | 80.3%-52.6pp | 67.9%-40.2pp |
| Annual return | -16.25% | 1.01%-17.3pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,718 | $3,184-14.6% | $4,951-45.1% | $2,596+4.7% |
| Participant deferral / active EE | $700 | $3,384-79.3% | $5,637-87.6% | $4,027-82.6% |
| Admin fee / account holder | $238 | $5,755-95.9% | $14,673-98.4% | $5,403-95.6% |