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 | $47,479+17.2% | $62,929-11.6% | $82,448-32.5% |
| Participation rate | 40.5% | 66.9%-26.4pp | 73.1%-32.6pp | 68.1%-27.6pp |
| Annual return | 8.94% | 20.34%-11.4pp | 1063.93%-1055.0pp | 41.64%-32.7pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,516 | $2,870-12.3% | $3,888-35.3% | $4,139-39.2% |
| Admin fee / account holder | $284 | $3,804-92.5% | $5,065-94.4% | $7,234-96.1% |