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 | $89,427 | $98,750-9.4% | $149,696-40.3% | $79,858+12.0% |
| Participation rate | 24.0% | 75.8%-51.8pp | 82.5%-58.5pp | 69.6%-45.6pp |
| Annual return | 7.75% | 27.43%-19.7pp | 276.60%-268.9pp | 31.71%-24.0pp |
| Employer contribution / active EE | $833 | $3,216-74.1% | $4,644-82.1% | $2,471-66.3% |
| Participant deferral / active EE | $2,522 | $5,680-55.6% | $6,842-63.1% | $3,740-32.6% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |