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 | $76,220 | $47,848+59.3% | $81,478-6.5% | $70,131+8.7% |
| Participation rate | 58.8% | 58.3%+0.5pp | 68.0%-9.1pp | 69.5%-10.7pp |
| Annual return | 12.55% | 27.25%-14.7pp | 38.78%-26.2pp | 73.14%-60.6pp |
| Employer contribution / active EE | $260 | $1,527-83.0% | $2,568-89.9% | $2,342-88.9% |
| Participant deferral / active EE | $1,477 | $2,453-39.8% | $3,537-58.2% | $3,332-55.7% |
| Admin fee / account holder | $70 | $3,145-97.8% | $4,561-98.5% | $4,645-98.5% |