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 | $38,542 | $45,035-14.4% | $62,995-38.8% | $70,131-45.0% |
| Participation rate | 25.0% | 69.5%-44.5pp | 74.8%-49.8pp | 69.5%-44.5pp |
| Annual return | 8.64% | 18.76%-10.1pp | 87.57%-78.9pp | 73.14%-64.5pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $997 | $2,465-59.5% | $3,329-70.1% | $3,332-70.1% |
| Admin fee / account holder | $282 | $2,834-90.1% | $3,600-92.2% | $4,645-93.9% |