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 | $142,601 | $91,538+55.8% | $129,995+9.7% | $75,163+89.7% |
| Participation rate | 18.2% | 71.4%-53.3pp | 78.5%-60.3pp | 67.2%-49.0pp |
| Annual return | 9.74% | -631.11%+640.8pp | -137.18%+146.9pp | 160.62%-150.9pp |
| Employer contribution / active EE | $812 | $2,845-71.4% | $4,320-81.2% | $2,670-69.6% |
| Participant deferral / active EE | $2,621 | $4,341-39.6% | $5,820-55.0% | $4,125-36.5% |
| Admin fee / account holder | $18 | $6,790-99.7% | $10,614-99.8% | $5,651-99.7% |