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 6-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 | $62,039 | $86,286-28.1% | $111,297-44.3% | $85,850-27.7% |
| Participation rate | 40.7% | 73.3%-32.6pp | 77.3%-36.6pp | 69.3%-28.6pp |
| Annual return | 8.42% | 19.99%-11.6pp | 54.65%-46.2pp | 318.53%-310.1pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,018 | $3,641-17.1% | $4,487-32.8% | $3,952-23.6% |
| Admin fee / account holder | $249 | $8,188-97.0% | $7,964-96.9% | $6,260-96.0% |