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 | $131,091 | $159,602-17.9% | $150,045-12.6% | $142,382-7.9% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 6.92% | 70.24%-63.3pp | 62.55%-55.6pp | 217.08%-210.2pp |
| Employer contribution / active EE | $2,599 | $4,961-47.6% | $4,693-44.6% | $4,299-39.5% |
| Participant deferral / active EE | $6,111 | $8,310-26.5% | $7,997-23.6% | $6,507-6.1% |
| Admin fee / account holder | $63 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |