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 10-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.
Annual investment return 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 | $24,059 | $60,349-60.1% | $74,183-67.6% | $62,891-61.7% |
| Participation rate | 30.3% | 72.7%-42.4pp | 76.6%-46.3pp | 69.3%-39.0pp |
| Annual return | 3.88% | 21.37%-17.5pp | 17.74%-13.9pp | 20.14%-16.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,275 | $2,856-55.3% | $3,550-64.1% | $3,203-60.2% |
| Admin fee / account holder | $51 | $4,261-98.8% | $5,586-99.1% | $4,296-98.8% |