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 | $126,378 | $115,770+9.2% | $101,248+24.8% | $158,922-20.5% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 2.55% | 56.14%-53.6pp | 46.47%-43.9pp | 302.83%-300.3pp |
| Employer contribution / active EE | $1,927 | $4,175-53.8% | $3,660-47.3% | $4,761-59.5% |
| Participant deferral / active EE | $4,912 | $4,957-0.9% | $4,370+12.4% | $5,982-17.9% |
| Admin fee / account holder | $202 | $7,245-97.2% | $5,945-96.6% | $11,246-98.2% |