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 | $61,642 | $51,466+19.8% | $78,778-21.8% | $62,292-1.0% |
| Participation rate | 53.6% | 59.8%-6.2pp | 69.2%-15.6pp | 69.5%-15.9pp |
| Annual return | 12.70% | 19.96%-7.3pp | 35.62%-22.9pp | 28.90%-16.2pp |
| Employer contribution / active EE | $1,445 | $827+74.7% | $1,986-27.2% | $2,042-29.2% |
| Participant deferral / active EE | $2,683 | $2,147+24.9% | $2,958-9.3% | $3,169-15.3% |
| Admin fee / account holder | $227 | $489-53.7% | $5,134-95.6% | $479-52.7% |