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 | $67,052 | $106,584-37.1% | $101,326-33.8% | $142,382-52.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 12.02% | 36.93%-24.9pp | 36.82%-24.8pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,370 | $3,956-65.4% | $3,665-62.6% | $4,299-68.1% |
| Participant deferral / active EE | $2,503 | $8,297-69.8% | $7,994-68.7% | $6,507-61.5% |
| Admin fee / account holder | $25 | $11,446-99.8% | $11,185-99.8% | $12,624-99.8% |