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 | $106,770 | $63,346+68.6% | $92,233+15.8% | $70,131+52.2% |
| Participation rate | 40.7% | 68.7%-27.9pp | 76.5%-35.7pp | 69.5%-28.8pp |
| Annual return | 11.50% | 530.12%-518.6pp | 176.28%-164.8pp | 73.14%-61.6pp |
| Employer contribution / active EE | $1,178 | $2,471-52.3% | $3,679-68.0% | $2,342-49.7% |
| Participant deferral / active EE | $2,469 | $2,854-13.5% | $3,897-36.6% | $3,332-25.9% |
| Admin fee / account holder | $239 | $3,840-93.8% | $5,194-95.4% | $4,645-94.9% |