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 | $43,858 | $101,618-56.8% | $93,063-52.9% | $137,256-68.0% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 7.60% | 223.95%-216.3pp | 34.15%-26.6pp | 220.34%-212.7pp |
| Employer contribution / active EE | $420 | $2,707-84.5% | $2,476-83.0% | $4,156-89.9% |
| Participant deferral / active EE | $1,340 | $4,279-68.7% | $3,958-66.1% | $6,407-79.1% |
| Admin fee / account holder | $63 | $6,198-99.0% | $6,033-99.0% | $12,270-99.5% |