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 | $99,688 | $80,717+23.5% | $154,803-35.6% | $84,808+17.5% |
| Participation rate | 14.6% | 66.8%-52.2pp | 78.1%-63.5pp | 68.3%-53.7pp |
| Annual return | 13.07% | 37.96%-24.9pp | 58.88%-45.8pp | 40.90%-27.8pp |
| Employer contribution / active EE | $346 | $2,761-87.5% | $4,305-92.0% | $2,631-86.9% |
| Participant deferral / active EE | $1,723 | $3,303-47.8% | $5,540-68.9% | $4,212-59.1% |
| Admin fee / account holder | $15 | $6,746-99.8% | $14,329-99.9% | $7,344-99.8% |