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 | $138,221 | $53,127+160.2% | $86,590+59.6% | $70,131+97.1% |
| Participation rate | 43.8% | 65.3%-21.6pp | 73.5%-29.8pp | 69.5%-25.8pp |
| Annual return | 11.96% | 27.66%-15.7pp | 964.84%-952.9pp | 73.14%-61.2pp |
| Employer contribution / active EE | $930 | $2,068-55.0% | $2,839-67.2% | $2,342-60.3% |
| Participant deferral / active EE | $1,223 | $2,696-54.6% | $3,609-66.1% | $3,332-63.3% |
| Admin fee / account holder | $229 | $3,585-93.6% | $4,906-95.3% | $4,645-95.1% |