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 | $38,822 | $65,561-40.8% | $86,188-55.0% | $75,163-48.4% |
| Participation rate | 64.0% | 60.5%+3.5pp | 69.0%-5.0pp | 67.2%-3.2pp |
| Annual return | 10.78% | 46.05%-35.3pp | 1168.45%-1157.7pp | 160.62%-149.8pp |
| Employer contribution / active EE | $939 | $1,553-39.5% | $2,380-60.5% | $2,670-64.8% |
| Participant deferral / active EE | $2,410 | $3,024-20.3% | $3,985-39.5% | $4,125-41.6% |
| Admin fee / account holder | $0 | $5,474-100.0% | $6,852-100.0% | $5,651-100.0% |