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 | $24,243 | $63,114-61.6% | $92,893-73.9% | $65,185-62.8% |
| Participation rate | 67.3% | 68.8%-1.5pp | 76.0%-8.7pp | 70.2%-2.9pp |
| Annual return | 14.47% | 28.75%-14.3pp | 109.41%-94.9pp | 29.38%-14.9pp |
| Employer contribution / active EE | $959 | $2,571-62.7% | $3,653-73.8% | $2,177-55.9% |
| Participant deferral / active EE | $1,373 | $3,108-55.8% | $4,236-67.6% | $3,514-60.9% |
| Admin fee / account holder | $239 | $624-61.6% | $5,794-95.9% | $847-71.7% |