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 | $34,322 | $48,076-28.6% | $78,689-56.4% | $62,891-45.4% |
| Participation rate | 62.2% | 65.2%-3.0pp | 73.6%-11.4pp | 69.3%-7.1pp |
| Annual return | 4.15% | 31.35%-27.2pp | 62.18%-58.0pp | 20.14%-16.0pp |
| Employer contribution / active EE | $1,475 | $2,015-26.8% | $2,851-48.3% | $2,281-35.3% |
| Participant deferral / active EE | $3,728 | $2,588+44.1% | $3,517+6.0% | $3,203+16.4% |
| Admin fee / account holder | $272 | $3,207-91.5% | $4,510-94.0% | $4,296-93.7% |