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 | $40,943 | $83,477-51.0% | $125,175-67.3% | $72,985-43.9% |
| Participation rate | 54.0% | 73.3%-19.3pp | 79.8%-25.8pp | 69.5%-15.5pp |
| Annual return | 14.66% | 25.78%-11.1pp | 43.79%-29.1pp | 81.00%-66.3pp |
| Employer contribution / active EE | $1,300 | $2,345-44.6% | $3,865-66.4% | $2,440-46.7% |
| Participant deferral / active EE | $2,515 | $3,585-29.8% | $4,937-49.1% | $3,607-30.3% |
| Admin fee / account holder | $44 | $5,517-99.2% | $9,702-99.5% | $5,124-99.1% |