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 | $23,680 | $53,127-55.4% | $86,590-72.7% | $70,131-66.2% |
| Participation rate | 47.1% | 65.3%-18.2pp | 73.5%-26.5pp | 69.5%-22.5pp |
| Annual return | 5.08% | 27.66%-22.6pp | 964.84%-959.8pp | 73.14%-68.1pp |
| Employer contribution / active EE | $470 | $2,068-77.3% | $2,839-83.4% | $2,342-79.9% |
| Participant deferral / active EE | $812 | $2,696-69.9% | $3,609-77.5% | $3,332-75.6% |
| Admin fee / account holder | $218 | $3,585-93.9% | $4,906-95.6% | $4,645-95.3% |