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 | $63,717 | $81,460-21.8% | $103,333-38.3% | $80,856-21.2% |
| Participation rate | 61.4% | 66.8%-5.4pp | 74.5%-13.1pp | 67.6%-6.2pp |
| Annual return | 8.60% | 25.55%-16.9pp | 24.88%-16.3pp | 35.59%-27.0pp |
| Employer contribution / active EE | $1,993 | $3,105-35.8% | $3,868-48.5% | $2,755-27.7% |
| Participant deferral / active EE | $4,125 | $3,869+6.6% | $5,057-18.4% | $4,296-4.0% |
| Admin fee / account holder | $13 | $6,566-99.8% | $8,355-99.8% | $6,918-99.8% |