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 | $104,490 | $63,346+65.0% | $92,233+13.3% | $70,131+49.0% |
| Participation rate | 15.4% | 68.7%-53.3pp | 76.5%-61.1pp | 69.5%-54.2pp |
| Annual return | 10.71% | 530.12%-519.4pp | 176.28%-165.6pp | 73.14%-62.4pp |
| Employer contribution / active EE | $635 | $2,471-74.3% | $3,679-82.7% | $2,342-72.9% |
| Participant deferral / active EE | $1,908 | $2,854-33.2% | $3,897-51.0% | $3,332-42.7% |
| Admin fee / account holder | $30 | $3,840-99.2% | $5,194-99.4% | $4,645-99.4% |