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 | $27,791 | $46,553-40.3% | $64,056-56.6% | $75,163-63.0% |
| Participation rate | 26.3% | 65.9%-39.6pp | 72.3%-46.0pp | 67.2%-40.9pp |
| Annual return | 9.09% | 26.03%-16.9pp | 33.69%-24.6pp | 160.62%-151.5pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $997 | $2,837-64.8% | $3,880-74.3% | $4,125-75.8% |
| Admin fee / account holder | $290 | $2,952-90.2% | $3,068-90.6% | $5,651-94.9% |