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 4-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 | $6,446 | $27,827-76.8% | $65,255-90.1% | $71,457-91.0% |
| Participation rate | 43.5% | 57.6%-14.1pp | 65.0%-21.4pp | 67.9%-24.4pp |
| Annual return | 12.40% | 41.58%-29.2pp | 47.35%-35.0pp | 28.85%-16.4pp |
| Employer contribution / active EE | $308 | $1,405-78.1% | $1,691-81.8% | $2,588-88.1% |
| Participant deferral / active EE | $791 | $1,861-57.5% | $2,831-72.1% | $4,289-81.6% |
| Admin fee / account holder | $128 | $3,850-96.7% | $4,112-96.9% | $1,587-92.0% |