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 | $126,030 | $64,348+95.9% | $90,160+39.8% | $70,131+79.7% |
| Participation rate | 55.1% | 70.4%-15.3pp | 76.9%-21.8pp | 69.5%-14.4pp |
| Annual return | 11.31% | 28.13%-16.8pp | 34.88%-23.6pp | 73.14%-61.8pp |
| Employer contribution / active EE | $1,069 | $2,046-47.7% | $3,318-67.8% | $2,342-54.3% |
| Participant deferral / active EE | $4,924 | $4,389+12.2% | $5,288-6.9% | $3,332+47.8% |
| Admin fee / account holder | $0 | $3,944-100.0% | $5,943-100.0% | $4,645-100.0% |