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 | $118,985 | $37,426+217.9% | $77,482+53.6% | $79,858+49.0% |
| Participation rate | 6.5% | 41.5%-35.1pp | 54.2%-47.7pp | 69.6%-63.2pp |
| Annual return | 5.64% | 39.70%-34.1pp | 54.79%-49.1pp | 31.71%-26.1pp |
| Employer contribution / active EE | $108 | $637-83.1% | $986-89.1% | $2,471-95.6% |
| Participant deferral / active EE | $1,079 | $1,260-14.4% | $1,861-42.0% | $3,740-71.2% |
| Admin fee / account holder | $0 | $2,504-100.0% | $2,858-100.0% | $5,306-100.0% |