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 9-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 | $7,493 | $97,125-92.3% | $86,233-91.3% | $137,256-94.5% |
| Participation rate | 61.9% | 74.2%-12.3pp | 69.0%-7.1pp | 80.0%-18.1pp |
| Annual return | 14.31% | 74.19%-59.9pp | 61.39%-47.1pp | 220.34%-206.0pp |
| Employer contribution / active EE | $769 | $2,841-72.9% | $2,504-69.3% | $4,156-81.5% |
| Participant deferral / active EE | $810 | $5,180-84.4% | $4,559-82.2% | $6,407-87.4% |
| Admin fee / account holder | $99 | $9,725-99.0% | $8,342-98.8% | $12,270-99.2% |