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 | $72,030 | $77,896-7.5% | $134,172-46.3% | $82,448-12.6% |
| Participation rate | 30.9% | 62.8%-31.9pp | 72.5%-41.6pp | 68.1%-37.2pp |
| Annual return | 11.34% | 18.21%-6.9pp | 25.30%-14.0pp | 41.64%-30.3pp |
| Employer contribution / active EE | $674 | $2,159-68.8% | $3,420-80.3% | $2,551-73.6% |
| Participant deferral / active EE | $1,240 | $3,162-60.8% | $4,690-73.6% | $4,139-70.0% |
| Admin fee / account holder | $127 | $6,336-98.0% | $12,016-98.9% | $7,234-98.3% |