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 | $126,478 | $74,927+68.8% | $101,794+24.2% | $84,808+49.1% |
| Participation rate | 51.6% | 61.4%-9.8pp | 69.2%-17.6pp | 68.3%-16.7pp |
| Annual return | 8.14% | 18.70%-10.6pp | 30.53%-22.4pp | 40.90%-32.8pp |
| Employer contribution / active EE | $1,433 | $1,522-5.8% | $2,289-37.4% | $2,631-45.5% |
| Participant deferral / active EE | $3,058 | $3,099-1.3% | $4,084-25.1% | $4,212-27.4% |
| Admin fee / account holder | $16 | $6,514-99.8% | $8,777-99.8% | $7,344-99.8% |