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 6-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 | $28,059 | $59,107-52.5% | $86,436-67.5% | $68,494-59.0% |
| Participation rate | 64.0% | 75.2%-11.2pp | 80.3%-16.3pp | 67.9%-3.9pp |
| Annual return | -14.34% | -0.23%-14.1pp | 4394.89%-4409.2pp | -7.84%-6.5pp |
| Employer contribution / active EE | $865 | $2,519-65.7% | $3,769-77.0% | $2,596-66.7% |
| Participant deferral / active EE | $2,418 | $5,901-59.0% | $6,952-65.2% | $4,027-40.0% |
| Admin fee / account holder | $20 | $5,637-99.6% | $6,731-99.7% | $5,403-99.6% |