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 | $84,530 | $109,881-23.1% | $150,045-43.7% | $84,808-0.3% |
| Participation rate | 57.7% | 76.1%-18.4pp | 82.3%-24.6pp | 68.3%-10.6pp |
| Annual return | 11.95% | 28.25%-16.3pp | 62.55%-50.6pp | 40.90%-28.9pp |
| Employer contribution / active EE | $880 | $3,561-75.3% | $4,693-81.3% | $2,631-66.6% |
| Participant deferral / active EE | $3,355 | $6,636-49.4% | $7,997-58.0% | $4,212-20.3% |
| Admin fee / account holder | $6 | $8,568-99.9% | $13,435-100.0% | $7,344-99.9% |