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 | $29,631 | $37,426-20.8% | $77,482-61.8% | $79,858-62.9% |
| Participation rate | 65.4% | 41.5%+23.9pp | 54.2%+11.2pp | 69.6%-4.2pp |
| Annual return | 9.88% | 39.70%-29.8pp | 54.79%-44.9pp | 31.71%-21.8pp |
| Employer contribution / active EE | $610 | $637-4.2% | $986-38.2% | $2,471-75.3% |
| Participant deferral / active EE | $1,373 | $1,260+9.0% | $1,861-26.2% | $3,740-63.3% |
| Admin fee / account holder | $82 | $2,504-96.7% | $2,858-97.1% | $5,306-98.4% |