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 | $95,888 | $109,413-12.4% | $156,263-38.6% | $84,808+13.1% |
| Participation rate | 35.0% | 72.7%-37.7pp | 78.9%-43.9pp | 68.3%-33.3pp |
| Annual return | 8.97% | 20.18%-11.2pp | 59.47%-50.5pp | 40.90%-31.9pp |
| Employer contribution / active EE | $970 | $2,907-66.6% | $4,333-77.6% | $2,631-63.1% |
| Participant deferral / active EE | $2,293 | $4,590-50.0% | $6,158-62.8% | $4,212-45.6% |
| Admin fee / account holder | $19 | $9,357-99.8% | $14,255-99.9% | $7,344-99.7% |