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 | $171,887 | $32,037+436.5% | $69,182+148.5% | $62,891+173.3% |
| Participation rate | 8.9% | 43.4%-34.5pp | 55.1%-46.2pp | 69.3%-60.4pp |
| Annual return | 1.07% | 15.16%-14.1pp | -21.93%+23.0pp | 20.14%-19.1pp |
| Employer contribution / active EE | $856 | $679+26.1% | $1,206-29.0% | $2,281-62.5% |
| Participant deferral / active EE | $859 | $1,185-27.5% | $1,897-54.7% | $3,203-73.2% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |