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 | $55,980 | $53,127+5.4% | $86,590-35.4% | $70,131-20.2% |
| Participation rate | 60.7% | 65.3%-4.6pp | 73.5%-12.8pp | 69.5%-8.8pp |
| Annual return | 11.92% | 27.66%-15.7pp | 964.84%-952.9pp | 73.14%-61.2pp |
| Employer contribution / active EE | $366 | $2,068-82.3% | $2,839-87.1% | $2,342-84.4% |
| Participant deferral / active EE | $2,447 | $2,696-9.2% | $3,609-32.2% | $3,332-26.6% |
| Admin fee / account holder | $200 | $3,585-94.4% | $4,906-95.9% | $4,645-95.7% |