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 | $35,186 | $45,343-22.4% | $150,298-76.6% | $67,986-48.2% |
| Participation rate | 26.2% | 51.9%-25.6pp | 77.8%-51.5pp | 57.2%-31.0pp |
| Annual return | 11.01% | 33.28%-22.3pp | 62.79%-51.8pp | 31.67%-20.7pp |
| Employer contribution / active EE | $278 | $1,462-81.0% | $4,154-93.3% | $2,019-86.2% |
| Participant deferral / active EE | $614 | $2,055-70.1% | $5,453-88.7% | $3,358-81.7% |
| Admin fee / account holder | $0 | $2,250-100.0% | $14,116-100.0% | $3,203-100.0% |