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 | $27,337 | $121,625-77.5% | $104,607-73.9% | $158,922-82.8% |
| Participation rate | 62.5% | 77.5%-15.0pp | 74.1%-11.6pp | 82.0%-19.5pp |
| Annual return | 1.53% | 465.26%-463.7pp | 340.46%-338.9pp | 302.83%-301.3pp |
| Employer contribution / active EE | $283 | $3,163-91.1% | $2,681-89.5% | $4,761-94.1% |
| Participant deferral / active EE | $2,177 | $4,177-47.9% | $3,740-41.8% | $5,982-63.6% |
| Admin fee / account holder | $76 | $7,787-99.0% | $6,473-98.8% | $11,246-99.3% |