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 | $242,794 | $135,952+78.6% | $123,892+96.0% | $273,961-11.4% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 2.96% | 56.63%-53.7pp | 47.52%-44.6pp | 41.45%-38.5pp |
| Employer contribution / active EE | $1,428 | $5,170-72.4% | $4,617-69.1% | $4,869-70.7% |
| Participant deferral / active EE | $8,000 | $6,343+26.1% | $5,984+33.7% | $5,287+51.3% |
| Admin fee / account holder | $275 | $9,817-97.2% | $8,357-96.7% | $10,132-97.3% |