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 | $89,492 | $85,766+4.3% | $136,294-34.3% | $70,131+27.6% |
| Participation rate | 55.2% | 74.2%-19.0pp | 81.9%-26.7pp | 69.5%-14.4pp |
| Annual return | 10.14% | 31.45%-21.3pp | 5155.94%-5145.8pp | 73.14%-63.0pp |
| Employer contribution / active EE | $863 | $2,966-70.9% | $4,695-81.6% | $2,342-63.1% |
| Participant deferral / active EE | $2,986 | $5,051-40.9% | $6,247-52.2% | $3,332-10.4% |
| Admin fee / account holder | $279 | $5,420-94.8% | $9,243-97.0% | $4,645-94.0% |