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 | $39,300 | $102,966-61.8% | $90,281-56.5% | $152,861-74.3% |
| Participation rate | 64.7% | 75.9%-11.2pp | 73.3%-8.6pp | 82.4%-17.7pp |
| Annual return | 3.95% | 95.16%-91.2pp | 78.10%-74.1pp | 345.32%-341.4pp |
| Employer contribution / active EE | $2,151 | $3,139-31.5% | $2,854-24.6% | $4,762-54.8% |
| Participant deferral / active EE | $5,475 | $4,281+27.9% | $3,885+40.9% | $5,850-6.4% |
| Admin fee / account holder | $45 | $6,171-99.3% | $5,351-99.2% | $11,596-99.6% |