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 | $93,778 | $77,634+20.8% | $156,549-40.1% | $62,891+49.1% |
| Participation rate | 30.0% | 71.2%-41.2pp | 84.0%-54.0pp | 69.3%-39.3pp |
| Annual return | 1.82% | 50.32%-48.5pp | 32.23%-30.4pp | 20.14%-18.3pp |
| Employer contribution / active EE | $588 | $3,444-82.9% | $5,501-89.3% | $2,281-74.2% |
| Participant deferral / active EE | $2,705 | $3,045-11.2% | $4,871-44.5% | $3,203-15.5% |
| Admin fee / account holder | $25 | $5,561-99.6% | $13,027-99.8% | $4,296-99.4% |