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.
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 | $31,604 | $109,817-71.2% | $98,442-67.9% | $167,490-81.1% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 6.00% | 1956.69%-1950.7pp | 1492.73%-1486.7pp | 478.56%-472.6pp |
| Employer contribution / active EE | $211 | $3,224-93.5% | $2,960-92.9% | $4,837-95.6% |
| Participant deferral / active EE | $1,816 | $4,673-61.1% | $4,276-57.5% | $6,341-71.4% |
| Admin fee / account holder | $131 | $6,753-98.1% | $5,949-97.8% | $12,309-98.9% |