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 | $53,402 | $106,749-50.0% | $145,433-63.3% | $82,448-35.2% |
| Participation rate | 55.9% | 75.6%-19.8pp | 82.1%-26.2pp | 68.1%-12.2pp |
| Annual return | 9.92% | 27.59%-17.7pp | 66.58%-56.7pp | 41.64%-31.7pp |
| Employer contribution / active EE | $1,375 | $3,444-60.1% | $4,554-69.8% | $2,551-46.1% |
| Participant deferral / active EE | $2,877 | $6,519-55.9% | $7,897-63.6% | $4,139-30.5% |
| Admin fee / account holder | $131 | $8,390-98.4% | $13,129-99.0% | $7,234-98.2% |