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 | $64,156 | $116,875-45.1% | $284,014-77.4% | $116,875-45.1% |
| Participation rate | 31.3% | 74.5%-43.3pp | 78.2%-46.9pp | 74.5%-43.3pp |
| Annual return | 11.01% | 16.29%-5.3pp | -6.84%+17.9pp | 16.29%-5.3pp |
| Employer contribution / active EE | $843 | $3,288-74.4% | $4,497-81.3% | $3,288-74.4% |
| Participant deferral / active EE | $1,652 | $3,885-57.5% | $5,463-69.8% | $3,885-57.5% |
| Admin fee / account holder | $205 | $12,263-98.3% | $16,425-98.8% | $12,263-98.3% |