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 | $58,639 | $97,125-39.6% | $86,233-32.0% | $137,256-57.3% |
| Participation rate | 31.3% | 74.2%-42.9pp | 69.0%-37.8pp | 80.0%-48.7pp |
| Annual return | 5.02% | 74.19%-69.2pp | 61.39%-56.4pp | 220.34%-215.3pp |
| Employer contribution / active EE | $512 | $2,841-82.0% | $2,504-79.6% | $4,156-87.7% |
| Participant deferral / active EE | $1,279 | $5,180-75.3% | $4,559-71.9% | $6,407-80.0% |
| Admin fee / account holder | $299 | $9,725-96.9% | $8,342-96.4% | $12,270-97.6% |