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 | $55,635 | $48,795+14.0% | $65,493-15.1% | $84,808-34.4% |
| Participation rate | 40.5% | 67.0%-26.5pp | 73.1%-32.6pp | 68.3%-27.8pp |
| Annual return | 8.94% | 20.20%-11.3pp | 982.45%-973.5pp | 40.90%-32.0pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,516 | $2,928-14.1% | $3,961-36.5% | $4,212-40.3% |
| Admin fee / account holder | $284 | $3,877-92.7% | $5,028-94.3% | $7,344-96.1% |