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 | $108,700 | $100,773+7.9% | $88,946+22.2% | $142,382-23.7% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.8%-6.3pp | 80.1%-17.6pp |
| Annual return | 10.69% | 70.18%-59.5pp | 57.82%-47.1pp | 217.08%-206.4pp |
| Employer contribution / active EE | $2,517 | $2,918-13.7% | $2,555-1.5% | $4,299-41.5% |
| Participant deferral / active EE | $4,335 | $5,230-17.1% | $4,581-5.4% | $6,507-33.4% |
| Admin fee / account holder | $277 | $9,693-97.1% | $8,261-96.7% | $12,624-97.8% |