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 | $27,409 | $63,764-57.0% | $81,930-66.5% | $79,858-65.7% |
| Participation rate | 30.3% | 67.5%-37.2pp | 72.0%-41.7pp | 69.6%-39.3pp |
| Annual return | 1.78% | 22.66%-20.9pp | 29.49%-27.7pp | 31.71%-29.9pp |
| Employer contribution / active EE | $716 | $1,795-60.1% | $4,310-83.4% | $2,471-71.0% |
| Participant deferral / active EE | $1,914 | $2,780-31.2% | $7,107-73.1% | $3,740-48.8% |
| Admin fee / account holder | $124 | $4,426-97.2% | $5,158-97.6% | $5,306-97.7% |