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 | $43,302 | $153,772-71.8% | $133,980-67.7% | $273,961-84.2% |
| Participation rate | 61.5% | 88.4%-26.8pp | 87.1%-25.5pp | 83.0%-21.5pp |
| Annual return | 2.96% | 36.51%-33.6pp | 29.30%-26.3pp | 41.45%-38.5pp |
| Employer contribution / active EE | $3,015 | $6,029-50.0% | $5,211-42.1% | $4,869-38.1% |
| Participant deferral / active EE | $5,029 | $6,958-27.7% | $6,282-19.9% | $5,287-4.9% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |