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 | $25,239 | $43,075-41.4% | $74,583-66.2% | $62,891-59.9% |
| Participation rate | 44.4% | 58.1%-13.6pp | 68.1%-23.7pp | 69.3%-24.9pp |
| Annual return | 2.84% | 17.50%-14.7pp | 20.47%-17.6pp | 20.14%-17.3pp |
| Employer contribution / active EE | $687 | $1,498-54.1% | $2,525-72.8% | $2,281-69.9% |
| Participant deferral / active EE | $937 | $2,389-60.8% | $3,458-72.9% | $3,203-70.7% |
| Admin fee / account holder | $112 | $2,840-96.0% | $4,138-97.3% | $4,296-97.4% |