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 | $60,089 | $85,766-29.9% | $136,294-55.9% | $70,131-14.3% |
| Participation rate | 55.6% | 74.2%-18.6pp | 81.9%-26.4pp | 69.5%-14.0pp |
| Annual return | 11.26% | 31.45%-20.2pp | 5155.94%-5144.7pp | 73.14%-61.9pp |
| Employer contribution / active EE | $1,269 | $2,966-57.2% | $4,695-73.0% | $2,342-45.8% |
| Participant deferral / active EE | $2,700 | $5,051-46.6% | $6,247-56.8% | $3,332-19.0% |
| Admin fee / account holder | $63 | $5,420-98.8% | $9,243-99.3% | $4,645-98.6% |