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 9-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 | $155,825 | $57,016+173.3% | $84,966+83.4% | $80,856+92.7% |
| Participation rate | 30.8% | 56.3%-25.6pp | 67.5%-36.7pp | 67.6%-36.9pp |
| Annual return | 10.37% | 21.66%-11.3pp | 66.38%-56.0pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,443 | $1,798+35.9% | $2,727-10.4% | $2,755-11.3% |
| Participant deferral / active EE | $3,203 | $3,110+3.0% | $4,519-29.1% | $4,296-25.4% |
| Admin fee / account holder | $254 | $4,980-94.9% | $6,149-95.9% | $6,918-96.3% |