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 | $39,883 | $69,977-43.0% | $108,579-63.3% | $62,891-36.6% |
| Participation rate | 37.5% | 72.9%-35.4pp | 79.6%-42.1pp | 69.3%-31.8pp |
| Annual return | 2.28% | 10.73%-8.4pp | -51.70%+54.0pp | 20.14%-17.9pp |
| Employer contribution / active EE | $974 | $2,135-54.4% | $3,758-74.1% | $2,281-57.3% |
| Participant deferral / active EE | $1,794 | $3,165-43.3% | $4,311-58.4% | $3,203-44.0% |
| Admin fee / account holder | $86 | $5,076-98.3% | $7,645-98.9% | $4,296-98.0% |