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 | $163,078 | $109,881+48.4% | $150,045+8.7% | $84,808+92.3% |
| Participation rate | 65.7% | 76.1%-10.4pp | 82.3%-16.6pp | 68.3%-2.6pp |
| Annual return | 10.23% | 28.25%-18.0pp | 62.55%-52.3pp | 40.90%-30.7pp |
| Employer contribution / active EE | $2,445 | $3,561-31.4% | $4,693-47.9% | $2,631-7.1% |
| Participant deferral / active EE | $6,177 | $6,636-6.9% | $7,997-22.8% | $4,212+46.7% |
| Admin fee / account holder | $46 | $8,568-99.5% | $13,435-99.7% | $7,344-99.4% |