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 | $118,231 | $34,308+244.6% | $74,701+58.3% | $72,985+62.0% |
| Participation rate | 22.5% | 42.4%-19.9pp | 54.5%-32.0pp | 69.5%-47.0pp |
| Annual return | 17.43% | 26.58%-9.1pp | 752.92%-735.5pp | 81.00%-63.6pp |
| Employer contribution / active EE | $670 | $692-3.1% | $1,084-38.2% | $2,440-72.5% |
| Participant deferral / active EE | $2,150 | $1,271+69.1% | $1,964+9.5% | $3,607-40.4% |
| Admin fee / account holder | $177 | $2,124-91.7% | $3,333-94.7% | $5,124-96.5% |