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 | $119,898 | $32,037+274.2% | $69,182+73.3% | $62,891+90.6% |
| Participation rate | 26.3% | 43.4%-17.1pp | 55.1%-28.8pp | 69.3%-43.0pp |
| Annual return | 3.73% | 15.16%-11.4pp | -21.93%+25.7pp | 20.14%-16.4pp |
| Employer contribution / active EE | $480 | $679-29.4% | $1,206-60.2% | $2,281-79.0% |
| Participant deferral / active EE | $2,213 | $1,185+86.7% | $1,897+16.7% | $3,203-30.9% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |