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 | $58,325 | $48,046+21.4% | $84,611-31.1% | $72,985-20.1% |
| Participation rate | 34.6% | 57.6%-23.0pp | 68.2%-33.6pp | 69.5%-34.9pp |
| Annual return | 17.76% | 37.38%-19.6pp | 258.74%-241.0pp | 81.00%-63.2pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,683 | $2,680-37.2% | $3,899-56.8% | $3,607-53.4% |
| Admin fee / account holder | $167 | $3,395-95.1% | $4,912-96.6% | $5,124-96.7% |