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 | $42,509 | $69,977-39.3% | $108,579-60.9% | $62,891-32.4% |
| Participation rate | 55.6% | 72.9%-17.3pp | 79.6%-24.0pp | 69.3%-13.8pp |
| Annual return | 3.80% | 10.73%-6.9pp | -51.70%+55.5pp | 20.14%-16.3pp |
| Employer contribution / active EE | $815 | $2,135-61.8% | $3,758-78.3% | $2,281-64.3% |
| Participant deferral / active EE | $1,923 | $3,165-39.2% | $4,311-55.4% | $3,203-40.0% |
| Admin fee / account holder | $121 | $5,076-97.6% | $7,645-98.4% | $4,296-97.2% |