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 | $115,420 | $70,428+63.9% | $96,562+19.5% | $85,850+34.4% |
| Participation rate | 34.1% | 61.8%-27.7pp | 69.8%-35.7pp | 69.3%-35.2pp |
| Annual return | 10.46% | 18.59%-8.1pp | 37.78%-27.3pp | 318.53%-308.1pp |
| Employer contribution / active EE | $919 | $1,413-34.9% | $2,356-61.0% | $2,565-64.2% |
| Participant deferral / active EE | $2,508 | $2,894-13.3% | $3,849-34.8% | $3,952-36.5% |
| Admin fee / account holder | $51 | $4,997-99.0% | $6,181-99.2% | $6,260-99.2% |