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 | $84,660 | $54,762+54.6% | $90,281-6.2% | $72,985+16.0% |
| Participation rate | 25.0% | 65.1%-40.1pp | 73.3%-48.3pp | 69.5%-44.5pp |
| Annual return | 12.66% | 30.63%-18.0pp | 78.10%-65.4pp | 81.00%-68.3pp |
| Employer contribution / active EE | $868 | $2,092-58.5% | $2,854-69.6% | $2,440-64.4% |
| Participant deferral / active EE | $1,385 | $2,887-52.0% | $3,885-64.3% | $3,607-61.6% |
| Admin fee / account holder | $23 | $3,972-99.4% | $5,351-99.6% | $5,124-99.6% |