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 | $151,652 | $64,480+135.2% | $81,382+86.3% | $80,856+87.6% |
| Participation rate | 41.7% | 63.9%-22.2pp | 69.5%-27.8pp | 67.6%-26.0pp |
| Annual return | 9.98% | 16.34%-6.4pp | 24.73%-14.8pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,055 | $1,978-46.7% | $2,463-57.2% | $2,755-61.7% |
| Participant deferral / active EE | $2,256 | $3,094-27.1% | $3,883-41.9% | $4,296-47.5% |
| Admin fee / account holder | $111 | $5,671-98.0% | $5,768-98.1% | $6,918-98.4% |