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 | $65,336 | $65,3650% | $92,893-29.7% | $72,985-10.5% |
| Participation rate | 50.8% | 68.3%-17.5pp | 76.0%-25.2pp | 69.5%-18.6pp |
| Annual return | 1.05% | 42.10%-41.1pp | 109.41%-108.4pp | 81.00%-80.0pp |
| Employer contribution / active EE | $859 | $2,594-66.9% | $3,653-76.5% | $2,440-64.8% |
| Participant deferral / active EE | $2,560 | $3,128-18.2% | $4,236-39.6% | $3,607-29.0% |
| Admin fee / account holder | $185 | $4,251-95.7% | $5,794-96.8% | $5,124-96.4% |