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.
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 | $73,870 | $81,460-9.3% | $103,333-28.5% | $80,856-8.6% |
| Participation rate | 44.1% | 66.8%-22.7pp | 74.5%-30.4pp | 67.6%-23.5pp |
| Annual return | 10.31% | 25.55%-15.2pp | 24.88%-14.6pp | 35.59%-25.3pp |
| Employer contribution / active EE | $2,347 | $3,105-24.4% | $3,868-39.3% | $2,755-14.8% |
| Participant deferral / active EE | $4,078 | $3,869+5.4% | $5,057-19.4% | $4,296-5.1% |
| Admin fee / account holder | $60 | $6,566-99.1% | $8,355-99.3% | $6,918-99.1% |