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 | $31,479 | $72,404-56.5% | $110,238-71.4% | $64,186-51.0% |
| Participation rate | 36.5% | 73.3%-36.8pp | 79.8%-43.3pp | 69.6%-33.1pp |
| Annual return | -7.06% | -6.29%-0.8pp | 314.74%-321.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $618 | $2,282-72.9% | $3,826-83.9% | $2,381-74.1% |
| Participant deferral / active EE | $1,031 | $3,469-70.3% | $4,672-77.9% | $3,470-70.3% |
| Admin fee / account holder | $184 | $5,664-96.8% | $8,547-97.8% | $4,888-96.2% |