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 | $60,491 | $90,503-33.2% | $78,689-23.1% | $273,961-77.9% |
| Participation rate | 58.3% | 76.5%-18.2pp | 73.6%-15.2pp | 83.0%-24.7pp |
| Annual return | 1.44% | 75.60%-74.2pp | 62.18%-60.7pp | 41.45%-40.0pp |
| Employer contribution / active EE | $352 | $3,176-88.9% | $2,851-87.7% | $4,869-92.8% |
| Participant deferral / active EE | $2,340 | $3,901-40.0% | $3,517-33.5% | $5,287-55.7% |
| Admin fee / account holder | $5 | $5,263-99.9% | $4,510-99.9% | $10,132-100.0% |