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 | $180,513 | $86,922+107.7% | $102,438+76.2% | $80,874+123.2% |
| Participation rate | 42.3% | 72.4%-30.1pp | 76.5%-34.2pp | 67.6%-25.3pp |
| Annual return | 9.65% | 18.90%-9.2pp | 29.37%-19.7pp | 35.62%-26.0pp |
| Employer contribution / active EE | $1,203 | $2,369-49.2% | $3,024-60.2% | $2,756-56.4% |
| Participant deferral / active EE | $3,131 | $4,119-24.0% | $5,054-38.0% | $4,297-27.1% |
| Admin fee / account holder | $14 | $8,050-99.8% | $9,448-99.9% | $6,935-99.8% |