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 | $66,216 | $81,233-18.5% | $155,567-57.4% | $80,874-18.1% |
| Participation rate | 37.9% | 66.2%-28.3pp | 78.2%-40.3pp | 67.6%-29.7pp |
| Annual return | 1.08% | 33.33%-32.2pp | 64.74%-63.7pp | 35.62%-34.5pp |
| Employer contribution / active EE | $959 | $3,101-69.1% | $4,674-79.5% | $2,756-65.2% |
| Participant deferral / active EE | $1,393 | $3,452-59.6% | $5,628-75.2% | $4,297-67.6% |
| Admin fee / account holder | $85 | $7,998-98.9% | $15,916-99.5% | $6,935-98.8% |