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 | $21,629 | $53,127-59.3% | $86,590-75.0% | $70,131-69.2% |
| Participation rate | 31.1% | 65.3%-34.2pp | 73.5%-42.4pp | 69.5%-38.4pp |
| Annual return | 10.88% | 27.66%-16.8pp | 964.84%-954.0pp | 73.14%-62.3pp |
| Employer contribution / active EE | $583 | $2,068-71.8% | $2,839-79.5% | $2,342-75.1% |
| Participant deferral / active EE | $1,700 | $2,696-36.9% | $3,609-52.9% | $3,332-49.0% |
| Admin fee / account holder | $279 | $3,585-92.2% | $4,906-94.3% | $4,645-94.0% |