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 | $142,295 | $154,228-7.7% | $145,433-2.2% | $137,256+3.7% |
| Participation rate | 68.4% | 83.8%-15.4pp | 82.1%-13.7pp | 80.0%-11.5pp |
| Annual return | 11.22% | 74.59%-63.4pp | 66.58%-55.4pp | 220.34%-209.1pp |
| Employer contribution / active EE | $2,792 | $4,804-41.9% | $4,554-38.7% | $4,156-32.8% |
| Participant deferral / active EE | $8,046 | $8,216-2.1% | $7,897+1.9% | $6,407+25.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |