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 | $203,424 | $96,635+110.5% | $86,612+134.9% | $139,434+45.9% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 10.76% | 106.41%-95.7pp | 591.07%-580.3pp | 372.94%-362.2pp |
| Employer contribution / active EE | $657 | $3,263-79.9% | $3,022-78.2% | $4,751-86.2% |
| Participant deferral / active EE | $6,026 | $4,836+24.6% | $4,438+35.8% | $6,710-10.2% |
| Admin fee / account holder | $40 | $6,408-99.4% | $5,614-99.3% | $11,403-99.6% |