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 | $46,534 | $78,705-40.9% | $117,854-60.5% | $70,131-33.6% |
| Participation rate | 34.4% | 73.2%-38.8pp | 79.7%-45.3pp | 69.5%-35.2pp |
| Annual return | 12.13% | 23.30%-11.2pp | 335.08%-322.9pp | 73.14%-61.0pp |
| Employer contribution / active EE | $937 | $2,223-57.8% | $3,786-75.2% | $2,342-60.0% |
| Participant deferral / active EE | $2,226 | $3,297-32.5% | $4,482-50.3% | $3,332-33.2% |
| Admin fee / account holder | $79 | $5,065-98.4% | $8,020-99.0% | $4,645-98.3% |