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 3-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 | $7,664 | $97,125-92.1% | $86,233-91.1% | $137,256-94.4% |
| Participation rate | 65.2% | 74.2%-9.0pp | 69.0%-3.8pp | 80.0%-14.7pp |
| Annual return | 23.29% | 74.19%-50.9pp | 61.39%-38.1pp | 220.34%-197.1pp |
| Employer contribution / active EE | $763 | $2,841-73.1% | $2,504-69.5% | $4,156-81.6% |
| Participant deferral / active EE | $763 | $5,180-85.3% | $4,559-83.3% | $6,407-88.1% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |