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 | $89,244 | $93,071-4.1% | $74,583+19.7% | $273,961-67.4% |
| Participation rate | 7.7% | 74.9%-67.3pp | 68.1%-60.4pp | 83.0%-75.3pp |
| Annual return | 1.78% | 26.18%-24.4pp | 20.47%-18.7pp | 41.45%-39.7pp |
| Employer contribution / active EE | $281 | $3,160-91.1% | $2,525-88.9% | $4,869-94.2% |
| Participant deferral / active EE | $1,388 | $4,160-66.6% | $3,458-59.8% | $5,287-73.7% |
| Admin fee / account holder | $63 | $5,272-98.8% | $4,138-98.5% | $10,132-99.4% |