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 | $27,223 | $81,460-66.6% | $103,333-73.7% | $80,856-66.3% |
| Participation rate | 35.4% | 66.8%-31.4pp | 74.5%-39.1pp | 67.6%-32.2pp |
| Annual return | 10.41% | 25.55%-15.1pp | 24.88%-14.5pp | 35.59%-25.2pp |
| Employer contribution / active EE | $825 | $3,105-73.4% | $3,868-78.7% | $2,755-70.1% |
| Participant deferral / active EE | $2,906 | $3,869-24.9% | $5,057-42.5% | $4,296-32.3% |
| Admin fee / account holder | $18 | $6,566-99.7% | $8,355-99.8% | $6,918-99.7% |