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 | $96,268 | $35,183+173.6% | $73,545+30.9% | $70,131+37.3% |
| Participation rate | 52.9% | 42.9%+10.0pp | 54.9%-2.0pp | 69.5%-16.6pp |
| Annual return | 10.81% | 26.90%-16.1pp | -15.16%+26.0pp | 73.14%-62.3pp |
| Employer contribution / active EE | $885 | $709+24.9% | $1,219-27.4% | $2,342-62.2% |
| Participant deferral / active EE | $2,370 | $1,220+94.3% | $1,806+31.2% | $3,332-28.9% |
| Admin fee / account holder | $80 | $2,302-96.5% | $2,320-96.6% | $4,645-98.3% |