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 | $176,595 | $63,346+178.8% | $92,233+91.5% | $70,131+151.8% |
| Participation rate | 15.6% | 68.7%-53.0pp | 76.5%-60.9pp | 69.5%-53.9pp |
| Annual return | 0.85% | 530.12%-529.3pp | 176.28%-175.4pp | 73.14%-72.3pp |
| Employer contribution / active EE | $730 | $2,471-70.5% | $3,679-80.2% | $2,342-68.8% |
| Participant deferral / active EE | $3,142 | $2,854+10.1% | $3,897-19.4% | $3,332-5.7% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |