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 | $39,224 | $65,409-40.0% | $98,442-60.2% | $85,850-54.3% |
| Participation rate | 46.3% | 65.0%-18.7pp | 73.3%-27.0pp | 69.3%-23.0pp |
| Annual return | 10.65% | 21.76%-11.1pp | 1492.73%-1482.1pp | 318.53%-307.9pp |
| Employer contribution / active EE | $1,051 | $2,168-51.5% | $2,960-64.5% | $2,565-59.0% |
| Participant deferral / active EE | $1,515 | $3,166-52.2% | $4,276-64.6% | $3,952-61.7% |
| Admin fee / account holder | $145 | $4,593-96.8% | $5,949-97.6% | $6,260-97.7% |