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 | $22,300 | $54,705-59.2% | $71,209-68.7% | $84,808-73.7% |
| Participation rate | 14.8% | 64.1%-49.3pp | 73.8%-58.9pp | 68.3%-53.5pp |
| Annual return | 13.08% | 35.90%-22.8pp | 282.51%-269.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $300 | $2,158-86.1% | $2,721-89.0% | $2,631-88.6% |
| Participant deferral / active EE | $676 | $3,030-77.7% | $4,175-83.8% | $4,212-83.9% |
| Admin fee / account holder | $269 | $4,863-94.5% | $5,349-95.0% | $7,344-96.3% |