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 | $19,726 | $81,248-75.7% | $155,509-87.3% | $80,856-75.6% |
| Participation rate | 37.3% | 66.2%-28.9pp | 78.2%-40.9pp | 67.6%-30.4pp |
| Annual return | 10.05% | 33.31%-23.3pp | 64.67%-54.6pp | 35.59%-25.5pp |
| Employer contribution / active EE | $769 | $3,100-75.2% | $4,672-83.5% | $2,755-72.1% |
| Participant deferral / active EE | $1,458 | $3,452-57.8% | $5,626-74.1% | $4,296-66.1% |
| Admin fee / account holder | $108 | $7,997-98.7% | $15,912-99.3% | $6,918-98.4% |