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 | $85,953 | $138,347-37.9% | $184,203-53.3% | $80,856+6.3% |
| Participation rate | 46.7% | 83.9%-37.2pp | 86.8%-40.2pp | 67.6%-21.0pp |
| Annual return | 10.68% | 20.02%-9.3pp | 28.81%-18.1pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,175 | $4,850-55.2% | $6,427-66.2% | $2,755-21.0% |
| Participant deferral / active EE | $3,612 | $7,071-48.9% | $9,131-60.4% | $4,296-15.9% |
| Admin fee / account holder | $267 | $10,483-97.4% | $13,901-98.1% | $6,918-96.1% |