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 | $31,937 | $100,901-68.3% | $75,670-57.8% | $147,584-78.4% |
| Participation rate | 31.8% | 77.1%-45.3pp | 72.3%-40.5pp | 82.8%-51.0pp |
| Annual return | 2.07% | 35.78%-33.7pp | 27.34%-25.3pp | 578.55%-576.5pp |
| Employer contribution / active EE | $724 | $3,253-77.7% | $2,352-69.2% | $4,876-85.1% |
| Participant deferral / active EE | $1,615 | $4,027-59.9% | $3,142-48.6% | $5,439-70.3% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |