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 4-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 | $22,186 | $81,460-72.8% | $103,333-78.5% | $80,856-72.6% |
| Participation rate | 29.8% | 66.8%-37.1pp | 74.5%-44.7pp | 67.6%-37.9pp |
| Annual return | 9.68% | 25.55%-15.9pp | 24.88%-15.2pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,118 | $3,105-64.0% | $3,868-71.1% | $2,755-59.4% |
| Participant deferral / active EE | $1,692 | $3,869-56.3% | $5,057-66.5% | $4,296-60.6% |
| Admin fee / account holder | $185 | $6,566-97.2% | $8,355-97.8% | $6,918-97.3% |