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 | $35,703 | $35,183+1.5% | $73,545-51.5% | $70,131-49.1% |
| Participation rate | 59.0% | 42.9%+16.0pp | 54.9%+4.0pp | 69.5%-10.6pp |
| Annual return | 10.99% | 26.90%-15.9pp | -15.16%+26.2pp | 73.14%-62.1pp |
| Employer contribution / active EE | $537 | $709-24.2% | $1,219-55.9% | $2,342-77.1% |
| Participant deferral / active EE | $1,611 | $1,220+32.1% | $1,806-10.8% | $3,332-51.6% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |