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 | $18,147 | $53,822-66.3% | $75,696-76.0% | $85,850-78.9% |
| Participation rate | 33.3% | 69.1%-35.7pp | 74.8%-41.5pp | 69.3%-36.0pp |
| Annual return | 10.47% | 24.54%-14.1pp | 104.53%-94.1pp | 318.53%-308.1pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,825 | $2,895-37.0% | $3,821-52.2% | $3,952-53.8% |
| Admin fee / account holder | $231 | $3,343-93.1% | $3,619-93.6% | $6,260-96.3% |