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 5-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 | $43,760 | $77,899-43.8% | $149,673-70.8% | $75,163-41.8% |
| Participation rate | 46.9% | 65.6%-18.7pp | 78.8%-31.9pp | 67.2%-20.3pp |
| Annual return | 10.85% | 31.72%-20.9pp | 134.42%-123.6pp | 160.62%-149.8pp |
| Employer contribution / active EE | $998 | $3,137-68.2% | $4,818-79.3% | $2,670-62.6% |
| Participant deferral / active EE | $2,234 | $3,411-34.5% | $5,680-60.7% | $4,125-45.8% |
| Admin fee / account holder | $118 | $5,956-98.0% | $13,210-99.1% | $5,651-97.9% |