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 | $61,714 | $51,638+19.5% | $68,368-9.7% | $82,448-25.1% |
| Participation rate | 18.8% | 63.6%-44.9pp | 73.8%-55.0pp | 68.1%-49.3pp |
| Annual return | 13.21% | 37.53%-24.3pp | 292.57%-279.4pp | 41.64%-28.4pp |
| Employer contribution / active EE | $277 | $2,047-86.5% | $2,649-89.5% | $2,551-89.1% |
| Participant deferral / active EE | $1,862 | $2,914-36.1% | $4,123-54.8% | $4,139-55.0% |
| Admin fee / account holder | $278 | $4,643-94.0% | $5,150-94.6% | $7,234-96.2% |