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 | $60,539 | $89,753-32.5% | $107,525-43.7% | $84,808-28.6% |
| Participation rate | 52.0% | 68.1%-16.1pp | 75.1%-23.1pp | 68.3%-16.3pp |
| Annual return | 12.24% | 29.48%-17.2pp | 181.32%-169.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,620 | $3,113-48.0% | $3,754-56.8% | $2,631-38.4% |
| Participant deferral / active EE | $2,320 | $4,056-42.8% | $5,116-54.7% | $4,212-44.9% |
| Admin fee / account holder | $73 | $7,222-99.0% | $8,919-99.2% | $7,344-99.0% |