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 7-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 | $44,805 | $94,031-52.4% | $115,768-61.3% | $82,448-45.7% |
| Participation rate | 50.0% | 70.4%-20.4pp | 74.4%-24.4pp | 68.1%-18.1pp |
| Annual return | 4.19% | 20.61%-16.4pp | 100.46%-96.3pp | 41.64%-37.5pp |
| Employer contribution / active EE | $1,660 | $2,323-28.5% | $2,940-43.5% | $2,551-34.9% |
| Participant deferral / active EE | $2,961 | $3,972-25.5% | $4,917-39.8% | $4,139-28.5% |
| Admin fee / account holder | $197 | $10,249-98.1% | $12,439-98.4% | $7,234-97.3% |