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 | $48,497 | $81,460-40.5% | $103,333-53.1% | $80,856-40.0% |
| Participation rate | 35.3% | 66.8%-31.6pp | 74.5%-39.2pp | 67.6%-32.3pp |
| Annual return | 7.32% | 25.55%-18.2pp | 24.88%-17.6pp | 35.59%-28.3pp |
| Employer contribution / active EE | $1,189 | $3,105-61.7% | $3,868-69.3% | $2,755-56.8% |
| Participant deferral / active EE | $2,241 | $3,869-42.1% | $5,057-55.7% | $4,296-47.8% |
| Admin fee / account holder | $238 | $6,566-96.4% | $8,355-97.1% | $6,918-96.6% |