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 | $49,184 | $93,571-47.4% | $135,903-63.8% | $75,163-34.6% |
| Participation rate | 53.8% | 75.2%-21.3pp | 81.9%-28.1pp | 67.2%-13.3pp |
| Annual return | 15.08% | 30.90%-15.8pp | 68.23%-53.2pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,188 | $3,537-66.4% | $4,856-75.5% | $2,670-55.5% |
| Participant deferral / active EE | $3,944 | $6,404-38.4% | $7,758-49.2% | $4,125-4.4% |
| Admin fee / account holder | $248 | $6,975-96.4% | $10,762-97.7% | $5,651-95.6% |