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 8-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 | $62,422 | $37,426+66.8% | $77,482-19.4% | $79,858-21.8% |
| Participation rate | 18.0% | 41.5%-23.5pp | 54.2%-36.2pp | 69.6%-51.6pp |
| Annual return | 1.96% | 39.70%-37.7pp | 54.79%-52.8pp | 31.71%-29.8pp |
| Employer contribution / active EE | $396 | $637-37.8% | $986-59.9% | $2,471-84.0% |
| Participant deferral / active EE | $1,292 | $1,260+2.5% | $1,861-30.6% | $3,740-65.5% |
| Admin fee / account holder | $38 | $2,504-98.5% | $2,858-98.7% | $5,306-99.3% |