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 | $28,262 | $53,127-46.8% | $86,590-67.4% | $70,131-59.7% |
| Participation rate | 50.0% | 65.3%-15.3pp | 73.5%-23.5pp | 69.5%-19.5pp |
| Annual return | 8.16% | 27.66%-19.5pp | 964.84%-956.7pp | 73.14%-65.0pp |
| Employer contribution / active EE | $673 | $2,068-67.5% | $2,839-76.3% | $2,342-71.3% |
| Participant deferral / active EE | $1,346 | $2,696-50.1% | $3,609-62.7% | $3,332-59.6% |
| Admin fee / account holder | $208 | $3,585-94.2% | $4,906-95.8% | $4,645-95.5% |