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 | $60,628 | $56,110+8.1% | $94,993-36.2% | $70,131-13.6% |
| Participation rate | 50.0% | 65.0%-15.0pp | 73.9%-23.9pp | 69.5%-19.5pp |
| Annual return | 2.19% | 51.02%-48.8pp | 27.12%-24.9pp | 73.14%-70.9pp |
| Employer contribution / active EE | $1,889 | $1,442+31.0% | $2,603-27.4% | $2,342-19.3% |
| Participant deferral / active EE | $5,234 | $2,391+118.9% | $3,317+57.8% | $3,332+57.1% |
| Admin fee / account holder | $29 | $3,456-99.2% | $4,960-99.4% | $4,645-99.4% |