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 | $34,675 | $99,652-65.2% | $78,778-56.0% | $147,584-76.5% |
| Participation rate | 57.1% | 76.2%-19.1pp | 69.2%-12.0pp | 82.8%-25.7pp |
| Annual return | 4.95% | 47.28%-42.3pp | 35.62%-30.7pp | 578.55%-573.6pp |
| Employer contribution / active EE | $1,241 | $2,796-55.6% | $1,986-37.5% | $4,876-74.6% |
| Participant deferral / active EE | $4,067 | $3,664+11.0% | $2,958+37.5% | $5,439-25.2% |
| Admin fee / account holder | $45 | $7,155-99.4% | $5,134-99.1% | $10,885-99.6% |