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 | $170,939 | $56,484+202.6% | $169,463+0.9% | $64,186+166.3% |
| Participation rate | 69.0% | 64.5%+4.4pp | 77.8%-8.8pp | 69.6%-0.6pp |
| Annual return | -8.39% | -1.55%-6.8pp | 1.83%-10.2pp | 7.63%-16.0pp |
| Employer contribution / active EE | $3,120 | $1,832+70.3% | $4,159-25.0% | $2,381+31.1% |
| Participant deferral / active EE | $7,495 | $3,448+117.4% | $5,277+42.0% | $3,470+116.0% |
| Admin fee / account holder | $0 | $4,174-100.0% | $9,109-100.0% | $4,888-100.0% |