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 | $60,574 | $80,968-25.2% | $96,544-37.3% | $75,163-19.4% |
| Participation rate | 65.4% | 71.8%-6.4pp | 76.0%-10.6pp | 67.2%-1.8pp |
| Annual return | 9.29% | 27.06%-17.8pp | 25.84%-16.6pp | 160.62%-151.3pp |
| Employer contribution / active EE | $673 | $2,282-70.5% | $2,965-77.3% | $2,670-74.8% |
| Participant deferral / active EE | $3,796 | $3,928-3.4% | $4,851-21.7% | $4,125-8.0% |
| Admin fee / account holder | $239 | $6,724-96.4% | $8,252-97.1% | $5,651-95.8% |