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 | $34,230 | $65,409-47.7% | $98,442-65.2% | $85,850-60.1% |
| Participation rate | 55.0% | 65.0%-10.0pp | 73.3%-18.3pp | 69.3%-14.3pp |
| Annual return | 11.49% | 21.76%-10.3pp | 1492.73%-1481.2pp | 318.53%-307.0pp |
| Employer contribution / active EE | $966 | $2,168-55.4% | $2,960-67.4% | $2,565-62.3% |
| Participant deferral / active EE | $1,826 | $3,166-42.3% | $4,276-57.3% | $3,952-53.8% |
| Admin fee / account holder | $140 | $4,593-97.0% | $5,949-97.7% | $6,260-97.8% |