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 | $66,739 | $102,966-35.2% | $90,281-26.1% | $152,861-56.3% |
| Participation rate | 61.9% | 75.9%-14.0pp | 73.3%-11.4pp | 82.4%-20.5pp |
| Annual return | 6.21% | 95.16%-89.0pp | 78.10%-71.9pp | 345.32%-339.1pp |
| Employer contribution / active EE | $1,253 | $3,139-60.1% | $2,854-56.1% | $4,762-73.7% |
| Participant deferral / active EE | $3,442 | $4,281-19.6% | $3,885-11.4% | $5,850-41.2% |
| Admin fee / account holder | $190 | $6,171-96.9% | $5,351-96.4% | $11,596-98.4% |