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 | $163,233 | $154,228+5.8% | $145,433+12.2% | $137,256+18.9% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 3.07% | 74.59%-71.5pp | 66.58%-63.5pp | 220.34%-217.3pp |
| Employer contribution / active EE | $1,750 | $4,804-63.6% | $4,554-61.6% | $4,156-57.9% |
| Participant deferral / active EE | $4,706 | $8,216-42.7% | $7,897-40.4% | $6,407-26.6% |
| Admin fee / account holder | $58 | $14,344-99.6% | $13,129-99.6% | $12,270-99.5% |