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 | $179,582 | $117,381+53.0% | $99,443+80.6% | $152,861+17.5% |
| Participation rate | 57.1% | 77.5%-20.4pp | 73.8%-16.7pp | 82.4%-25.3pp |
| Annual return | 3.42% | 31.87%-28.5pp | 30.72%-27.3pp | 345.32%-341.9pp |
| Employer contribution / active EE | $1,766 | $3,013-41.4% | $2,540-30.5% | $4,762-62.9% |
| Participant deferral / active EE | $1,920 | $4,086-53.0% | $3,619-46.9% | $5,850-67.2% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |