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 | $83,603 | $106,749-21.7% | $145,433-42.5% | $82,448+1.4% |
| Participation rate | 55.3% | 75.6%-20.3pp | 82.1%-26.8pp | 68.1%-12.7pp |
| Annual return | 10.83% | 27.59%-16.8pp | 66.58%-55.7pp | 41.64%-30.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,584 | $6,519-60.4% | $7,897-67.3% | $4,139-37.6% |
| Admin fee / account holder | $222 | $8,390-97.4% | $13,129-98.3% | $7,234-96.9% |