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 | $56,052 | $73,933-24.2% | $96,683-42.0% | $75,163-25.4% |
| Participation rate | 58.5% | 66.4%-7.9pp | 74.3%-15.9pp | 67.2%-8.7pp |
| Annual return | 13.11% | 26.70%-13.6pp | 35.69%-22.6pp | 160.62%-147.5pp |
| Employer contribution / active EE | $2,089 | $2,928-28.7% | $3,737-44.1% | $2,670-21.8% |
| Participant deferral / active EE | $4,157 | $3,659+13.6% | $4,878-14.8% | $4,125+0.8% |
| Admin fee / account holder | $13 | $5,216-99.7% | $6,730-99.8% | $5,651-99.8% |