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 8-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 | $6,059 | $85,022-92.9% | $70,515-91.4% | $139,434-95.7% |
| Participation rate | 43.5% | 73.9%-30.4pp | 68.3%-24.9pp | 80.3%-36.8pp |
| Annual return | 8.95% | 30.38%-21.4pp | 32.77%-23.8pp | 372.94%-364.0pp |
| Employer contribution / active EE | $665 | $3,909-83.0% | $2,973-77.6% | $4,751-86.0% |
| Participant deferral / active EE | $1,407 | $5,890-76.1% | $4,567-69.2% | $6,710-79.0% |
| Admin fee / account holder | $245 | $8,906-97.2% | $6,412-96.2% | $11,403-97.8% |