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 | $122,803 | $88,672+38.5% | $105,223+16.7% | $82,448+48.9% |
| Participation rate | 28.1% | 67.9%-39.8pp | 75.0%-46.9pp | 68.1%-39.9pp |
| Annual return | 12.12% | 30.86%-18.7pp | 180.65%-168.5pp | 41.64%-29.5pp |
| Employer contribution / active EE | $911 | $3,048-70.1% | $3,689-75.3% | $2,551-64.3% |
| Participant deferral / active EE | $2,014 | $4,036-50.1% | $5,072-60.3% | $4,139-51.3% |
| Admin fee / account holder | $13 | $7,146-99.8% | $8,859-99.9% | $7,234-99.8% |