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 | $87,209 | $72,492+20.3% | $87,100+0.1% | $72,985+19.5% |
| Participation rate | 40.7% | 72.8%-32.1pp | 76.9%-36.1pp | 69.5%-28.7pp |
| Annual return | 13.93% | 24.46%-10.5pp | 28.19%-14.3pp | 81.00%-67.1pp |
| Employer contribution / active EE | $496 | $1,894-73.8% | $2,521-80.3% | $2,440-79.7% |
| Participant deferral / active EE | $2,491 | $3,270-23.8% | $4,049-38.5% | $3,607-30.9% |
| Admin fee / account holder | $121 | $5,055-97.6% | $7,497-98.4% | $5,124-97.6% |