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 | $23,217 | $99,652-76.7% | $78,778-70.5% | $147,584-84.3% |
| Participation rate | 36.4% | 76.2%-39.9pp | 69.2%-32.8pp | 82.8%-46.5pp |
| Annual return | 1.26% | 47.28%-46.0pp | 35.62%-34.4pp | 578.55%-577.3pp |
| Employer contribution / active EE | $802 | $2,796-71.3% | $1,986-59.6% | $4,876-83.6% |
| Participant deferral / active EE | $1,568 | $3,664-57.2% | $2,958-47.0% | $5,439-71.2% |
| Admin fee / account holder | $113 | $7,155-98.4% | $5,134-97.8% | $10,885-99.0% |