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 | $70,874 | $131,829-46.2% | $108,579-34.7% | $273,961-74.1% |
| Participation rate | 53.8% | 83.5%-29.6pp | 79.6%-25.7pp | 83.0%-29.2pp |
| Annual return | 4.16% | -91.57%+95.7pp | -51.70%+55.9pp | 41.45%-37.3pp |
| Employer contribution / active EE | $1,373 | $4,912-72.1% | $3,758-63.5% | $4,869-71.8% |
| Participant deferral / active EE | $1,455 | $5,127-71.6% | $4,311-66.2% | $5,287-72.5% |
| Admin fee / account holder | $20 | $10,252-99.8% | $7,645-99.7% | $10,132-99.8% |