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 | $41,641 | $51,576-19.3% | $129,207-67.8% | $80,856-48.5% |
| Participation rate | 45.2% | 57.0%-11.8pp | 69.6%-24.4pp | 67.6%-22.4pp |
| Annual return | 10.44% | 20.81%-10.4pp | 9417.33%-9406.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $531 | $1,584-66.5% | $4,153-87.2% | $2,755-80.7% |
| Participant deferral / active EE | $1,782 | $2,669-33.2% | $4,168-57.2% | $4,296-58.5% |
| Admin fee / account holder | $265 | $4,305-93.8% | $7,715-96.6% | $6,918-96.2% |