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 7-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 | $20,891 | $51,638-59.5% | $68,368-69.4% | $82,448-74.7% |
| Participation rate | 46.4% | 63.6%-17.2pp | 73.8%-27.3pp | 68.1%-21.6pp |
| Annual return | 12.26% | 37.53%-25.3pp | 292.57%-280.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $835 | $2,047-59.2% | $2,649-68.5% | $2,551-67.3% |
| Participant deferral / active EE | $2,883 | $2,914-1.1% | $4,123-30.1% | $4,139-30.4% |
| Admin fee / account holder | $139 | $4,643-97.0% | $5,150-97.3% | $7,234-98.1% |