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 | $36,786 | $65,561-43.9% | $86,188-57.3% | $75,163-51.1% |
| Participation rate | 44.1% | 60.5%-16.4pp | 69.0%-24.8pp | 67.2%-23.1pp |
| Annual return | 9.62% | 46.05%-36.4pp | 1168.45%-1158.8pp | 160.62%-151.0pp |
| Employer contribution / active EE | $396 | $1,553-74.5% | $2,380-83.4% | $2,670-85.2% |
| Participant deferral / active EE | $1,348 | $3,024-55.4% | $3,985-66.2% | $4,125-67.3% |
| Admin fee / account holder | $107 | $5,474-98.0% | $6,852-98.4% | $5,651-98.1% |