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 | $29,590 | $48,046-38.4% | $84,611-65.0% | $72,985-59.5% |
| Participation rate | 57.7% | 57.6%+0.1pp | 68.2%-10.5pp | 69.5%-11.8pp |
| Annual return | 17.02% | 37.38%-20.4pp | 258.74%-241.7pp | 81.00%-64.0pp |
| Employer contribution / active EE | $1,269 | $1,602-20.8% | $2,652-52.2% | $2,440-48.0% |
| Participant deferral / active EE | $2,883 | $2,680+7.6% | $3,899-26.0% | $3,607-20.1% |
| Admin fee / account holder | $119 | $3,395-96.5% | $4,912-97.6% | $5,124-97.7% |