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 | $89,968 | $60,124+49.6% | $90,404-0.5% | $79,858+12.7% |
| Participation rate | 42.9% | 65.0%-22.1pp | 72.7%-29.8pp | 69.6%-26.8pp |
| Annual return | 9.95% | 71.94%-62.0pp | 1293.02%-1283.1pp | 31.71%-21.8pp |
| Employer contribution / active EE | $601 | $2,068-70.9% | $3,262-81.6% | $2,471-75.7% |
| Participant deferral / active EE | $2,011 | $2,938-31.6% | $3,963-49.3% | $3,740-46.2% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |