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 10-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 | $42,820 | $76,552-44.1% | $123,892-65.4% | $62,891-31.9% |
| Participation rate | 67.6% | 73.0%-5.4pp | 81.4%-13.8pp | 69.3%-1.7pp |
| Annual return | 1.43% | 18.68%-17.2pp | 47.52%-46.1pp | 20.14%-18.7pp |
| Employer contribution / active EE | $1,714 | $2,883-40.5% | $4,617-62.9% | $2,281-24.9% |
| Participant deferral / active EE | $2,983 | $4,840-38.4% | $5,984-50.2% | $3,203-6.9% |
| Admin fee / account holder | $3 | $4,826-99.9% | $8,357-100.0% | $4,296-99.9% |