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 | $53,824 | $88,370-39.1% | $112,977-52.4% | $79,858-32.6% |
| Participation rate | 41.2% | 76.8%-35.6pp | 82.6%-41.4pp | 69.6%-28.5pp |
| Annual return | 11.45% | 23.16%-11.7pp | 24.24%-12.8pp | 31.71%-20.3pp |
| Employer contribution / active EE | $0 | $3,398-100.0% | $4,255-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,695 | $4,536-62.6% | $5,836-71.0% | $3,740-54.7% |
| Admin fee / account holder | $0 | $5,750-100.0% | $6,294-100.0% | $5,306-100.0% |