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 | $78,439 | $70,475+11.3% | $100,516-22.0% | $79,858-1.8% |
| Participation rate | 60.7% | 73.7%-12.9pp | 79.4%-18.7pp | 69.6%-8.9pp |
| Annual return | 6.56% | 21.90%-15.3pp | 30.89%-24.3pp | 31.71%-25.2pp |
| Employer contribution / active EE | $1,792 | $2,165-17.2% | $3,418-47.6% | $2,471-27.5% |
| Participant deferral / active EE | $6,561 | $5,181+26.6% | $6,270+4.6% | $3,740+75.4% |
| Admin fee / account holder | $102 | $4,478-97.7% | $8,081-98.7% | $5,306-98.1% |