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 | $52,353-73.3% | $120,225-88.4% | $82,448-83.0% |
| Participation rate | 39.7% | 58.3%-18.6pp | 69.6%-29.9pp | 68.1%-28.4pp |
| Annual return | 9.84% | 61.85%-52.0pp | 439.23%-429.4pp | 41.64%-31.8pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,130 | $2,627-57.0% | $3,999-71.8% | $4,139-72.7% |
| Admin fee / account holder | $146 | $4,363-96.6% | $5,696-97.4% | $7,234-98.0% |