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 4-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 | $9,053 | $58,208-84.4% | $81,812-88.9% | $80,856-88.8% |
| Participation rate | 37.1% | 63.4%-26.3pp | 72.3%-35.2pp | 67.6%-30.5pp |
| Annual return | 9.01% | 41.66%-32.6pp | 773.79%-764.8pp | 35.59%-26.6pp |
| Employer contribution / active EE | $644 | $2,340-72.5% | $2,912-77.9% | $2,755-76.6% |
| Participant deferral / active EE | $1,073 | $3,281-67.3% | $4,319-75.2% | $4,296-75.0% |
| Admin fee / account holder | $77 | $4,981-98.5% | $7,386-99.0% | $6,918-98.9% |