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 | $52,298 | $97,744-46.5% | $103,476-49.5% | $145,922-64.2% |
| Participation rate | 42.9% | 81.1%-38.2pp | 80.5%-37.7pp | 80.3%-37.4pp |
| Annual return | 8.62% | 25.41%-16.8pp | 23.90%-15.3pp | 561.29%-552.7pp |
| Employer contribution / active EE | $1,662 | $4,677-64.5% | $4,672-64.4% | $4,660-64.3% |
| Participant deferral / active EE | $2,236 | $6,603-66.1% | $6,623-66.2% | $6,688-66.6% |
| Admin fee / account holder | $240 | $12,515-98.1% | $9,413-97.5% | $13,397-98.2% |