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 10-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 | $44,242 | $39,019+13.4% | $80,716-45.2% | $85,850-48.5% |
| Participation rate | 44.4% | 41.5%+2.9pp | 54.2%-9.7pp | 69.3%-24.9pp |
| Annual return | 9.44% | 26.27%-16.8pp | 87.28%-77.8pp | 318.53%-309.1pp |
| Employer contribution / active EE | $660 | $722-8.6% | $1,160-43.1% | $2,565-74.3% |
| Participant deferral / active EE | $1,400 | $1,326+5.6% | $2,146-34.8% | $3,952-64.6% |
| Admin fee / account holder | $0 | $2,431-100.0% | $3,380-100.0% | $6,260-100.0% |