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 6-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 | $24,860 | $78,672-68.4% | $109,143-77.2% | $85,850-71.0% |
| Participation rate | 48.9% | 68.3%-19.4pp | 75.9%-27.0pp | 69.3%-20.4pp |
| Annual return | 9.49% | 25.09%-15.6pp | 25.75%-16.3pp | 318.53%-309.0pp |
| Employer contribution / active EE | $1,398 | $2,735-48.9% | $3,722-62.4% | $2,565-45.5% |
| Participant deferral / active EE | $2,139 | $3,467-38.3% | $4,653-54.0% | $3,952-45.9% |
| Admin fee / account holder | $93 | $5,469-98.3% | $6,752-98.6% | $6,260-98.5% |