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 | $13,984 | $53,516-73.9% | $126,539-88.9% | $84,808-83.5% |
| Participation rate | 39.7% | 58.2%-18.6pp | 69.8%-30.1pp | 68.3%-28.6pp |
| Annual return | 9.84% | 58.34%-48.5pp | 425.95%-416.1pp | 40.90%-31.1pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,130 | $2,671-57.7% | $4,083-72.3% | $4,212-73.2% |
| Admin fee / account holder | $146 | $4,497-96.7% | $6,065-97.6% | $7,344-98.0% |