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 9-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 | $73,450 | $118,450-38.0% | $98,439-25.4% | $139,434-47.3% |
| Participation rate | 45.5% | 77.4%-32.0pp | 75.2%-29.7pp | 80.3%-34.9pp |
| Annual return | 5.72% | 18.94%-13.2pp | 21.16%-15.4pp | 372.94%-367.2pp |
| Employer contribution / active EE | $1,001 | $3,609-72.3% | $3,048-67.2% | $4,751-78.9% |
| Participant deferral / active EE | $4,226 | $5,392-21.6% | $4,738-10.8% | $6,710-37.0% |
| Admin fee / account holder | $20 | $14,026-99.9% | $8,948-99.8% | $11,403-99.8% |