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 | $129,227 | $94,625+36.6% | $116,228+11.2% | $84,808+52.4% |
| Participation rate | 27.5% | 70.4%-43.0pp | 74.6%-47.1pp | 68.3%-40.9pp |
| Annual return | 10.60% | 20.40%-9.8pp | 90.06%-79.5pp | 40.90%-30.3pp |
| Employer contribution / active EE | $1,402 | $2,347-40.3% | $2,994-53.2% | $2,631-46.7% |
| Participant deferral / active EE | $2,433 | $3,972-38.7% | $4,953-50.9% | $4,212-42.2% |
| Admin fee / account holder | $276 | $10,091-97.3% | $11,989-97.7% | $7,344-96.2% |