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 | $114,127 | $54,705+108.6% | $71,209+60.3% | $84,808+34.6% |
| Participation rate | 30.8% | 64.1%-33.3pp | 73.8%-43.0pp | 68.3%-37.5pp |
| Annual return | 5.14% | 35.90%-30.8pp | 282.51%-277.4pp | 40.90%-35.8pp |
| Employer contribution / active EE | $548 | $2,158-74.6% | $2,721-79.9% | $2,631-79.2% |
| Participant deferral / active EE | $1,575 | $3,030-48.0% | $4,175-62.3% | $4,212-62.6% |
| Admin fee / account holder | $153 | $4,863-96.9% | $5,349-97.1% | $7,344-97.9% |