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 | $100,773-41.8% | $88,946-34.1% | $142,382-58.8% |
| Participation rate | 31.3% | 74.3%-43.0pp | 68.8%-37.6pp | 80.1%-48.9pp |
| Annual return | 5.02% | 70.18%-65.2pp | 57.82%-52.8pp | 217.08%-212.1pp |
| Employer contribution / active EE | $512 | $2,918-82.5% | $2,555-80.0% | $4,299-88.1% |
| Participant deferral / active EE | $1,279 | $5,230-75.5% | $4,581-72.1% | $6,507-80.3% |
| Admin fee / account holder | $299 | $9,693-96.9% | $8,261-96.4% | $12,624-97.6% |