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 | $100,773-92.6% | $88,946-91.6% | $142,382-94.7% |
| Participation rate | 61.9% | 74.3%-12.4pp | 68.8%-6.9pp | 80.1%-18.2pp |
| Annual return | 14.31% | 70.18%-55.9pp | 57.82%-43.5pp | 217.08%-202.8pp |
| Employer contribution / active EE | $769 | $2,918-73.7% | $2,555-69.9% | $4,299-82.1% |
| Participant deferral / active EE | $810 | $5,230-84.5% | $4,581-82.3% | $6,507-87.6% |
| Admin fee / account holder | $99 | $9,693-99.0% | $8,261-98.8% | $12,624-99.2% |