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 7-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 | $83,018 | $99,985-17.0% | $146,665-43.4% | $85,850-3.3% |
| Participation rate | 48.3% | 73.1%-24.8pp | 80.1%-31.8pp | 69.3%-21.0pp |
| Annual return | 9.09% | 18.93%-9.8pp | 22.74%-13.7pp | 318.53%-309.4pp |
| Employer contribution / active EE | $673 | $2,559-73.7% | $4,136-83.7% | $2,565-73.8% |
| Participant deferral / active EE | $2,507 | $4,006-37.4% | $5,506-54.5% | $3,952-36.6% |
| Admin fee / account holder | $121 | $7,702-98.4% | $10,280-98.8% | $6,260-98.1% |