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 8-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 | $7,677 | $102,245-92.5% | $89,340-91.4% | $137,256-94.4% |
| Participation rate | 64.3% | 74.9%-10.6pp | 69.6%-5.3pp | 80.0%-15.7pp |
| Annual return | 18.55% | 21.89%-3.3pp | 20.57%-2.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $347 | $2,529-86.3% | $2,231-84.4% | $4,156-91.6% |
| Participant deferral / active EE | $364 | $4,436-91.8% | $3,823-90.5% | $6,407-94.3% |
| Admin fee / account holder | $291 | $8,085-96.4% | $6,704-95.7% | $12,270-97.6% |