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 | $16,587 | $45,073-63.2% | $69,455-76.1% | $72,985-77.3% |
| Participation rate | 13.5% | 68.5%-55.0pp | 74.6%-61.1pp | 69.5%-56.0pp |
| Annual return | 4.70% | 22.65%-17.9pp | 28.97%-24.3pp | 81.00%-76.3pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $855 | $2,602-67.1% | $3,535-75.8% | $3,607-76.3% |
| Admin fee / account holder | $20 | $3,056-99.4% | $3,839-99.5% | $5,124-99.6% |