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 | $52,756 | $49,227+7.2% | $70,449-25.1% | $79,858-33.9% |
| Participation rate | 63.3% | 69.2%-5.8pp | 75.1%-11.7pp | 69.6%-6.3pp |
| Annual return | 4.69% | 30.06%-25.4pp | 109.03%-104.3pp | 31.71%-27.0pp |
| Employer contribution / active EE | $790 | $2,099-62.4% | $2,737-71.1% | $2,471-68.0% |
| Participant deferral / active EE | $2,375 | $2,768-14.2% | $3,709-36.0% | $3,740-36.5% |
| Admin fee / account holder | $71 | $2,878-97.5% | $3,845-98.2% | $5,306-98.7% |