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 | $86,026 | $34,934+146.3% | $56,411+52.5% | $74,495+15.5% |
| Participation rate | 11.9% | 32.8%-21.0pp | 52.5%-40.6pp | 67.2%-55.3pp |
| Annual return | 10.09% | 25.94%-15.8pp | 1701.33%-1691.2pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $270 | $609-55.6% | $1,039-74.0% | $2,623-89.7% |
| Participant deferral / active EE | $355 | $1,170-69.6% | $1,952-81.8% | $4,346-91.8% |
| Admin fee / account holder | $93 | $2,364-96.1% | $2,829-96.7% | $1,942-95.2% |