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 | $49,915-29.5% | $154,803-77.3% | $74,304-52.6% |
| Participation rate | 26.2% | 54.0%-27.7pp | 78.1%-51.9pp | 60.3%-34.1pp |
| Annual return | 11.01% | 34.06%-23.0pp | 58.88%-47.9pp | 29.43%-18.4pp |
| Employer contribution / active EE | $278 | $1,611-82.8% | $4,305-93.5% | $2,241-87.6% |
| Participant deferral / active EE | $614 | $2,255-72.7% | $5,540-88.9% | $3,767-83.7% |
| Admin fee / account holder | $0 | $2,189-100.0% | $14,329-100.0% | $2,969-100.0% |