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 | $64,202 | $85,766-25.1% | $136,294-52.9% | $70,131-8.5% |
| Participation rate | 39.2% | 74.2%-34.9pp | 81.9%-42.7pp | 69.5%-30.3pp |
| Annual return | 12.90% | 31.45%-18.6pp | 5155.94%-5143.0pp | 73.14%-60.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,889 | $5,051-42.8% | $6,247-53.7% | $3,332-13.3% |
| Admin fee / account holder | $132 | $5,420-97.6% | $9,243-98.6% | $4,645-97.2% |