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 6-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 | $12,569 | $58,208-78.4% | $81,812-84.6% | $80,856-84.5% |
| Participation rate | 50.0% | 63.4%-13.4pp | 72.3%-22.3pp | 67.6%-17.6pp |
| Annual return | 9.01% | 41.66%-32.7pp | 773.79%-764.8pp | 35.59%-26.6pp |
| Employer contribution / active EE | $1,121 | $2,340-52.1% | $2,912-61.5% | $2,755-59.3% |
| Participant deferral / active EE | $1,858 | $3,281-43.4% | $4,319-57.0% | $4,296-56.7% |
| Admin fee / account holder | $288 | $4,981-94.2% | $7,386-96.1% | $6,918-95.8% |