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 | $37,447 | $29,051+28.9% | $52,425-28.6% | $67,986-44.9% |
| Participation rate | 15.0% | 30.4%-15.5pp | 55.6%-40.7pp | 57.2%-42.3pp |
| Annual return | 7.85% | 24.00%-16.1pp | 302.12%-294.3pp | 31.67%-23.8pp |
| Employer contribution / active EE | $141 | $412-65.8% | $914-84.6% | $2,019-93.0% |
| Participant deferral / active EE | $435 | $873-50.2% | $1,790-75.7% | $3,358-87.0% |
| Admin fee / account holder | $225 | $2,113-89.3% | $2,495-91.0% | $3,203-93.0% |