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 | $24,910 | $106,515-76.6% | $96,683-74.2% | $139,434-82.1% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 9.77% | 38.43%-28.7pp | 35.69%-25.9pp | 372.94%-363.2pp |
| Employer contribution / active EE | $1,816 | $4,103-55.7% | $3,737-51.4% | $4,751-61.8% |
| Participant deferral / active EE | $2,107 | $5,454-61.4% | $4,878-56.8% | $6,710-68.6% |
| Admin fee / account holder | $193 | $7,877-97.5% | $6,730-97.1% | $11,403-98.3% |