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 | $121,775 | $79,449+53.3% | $189,557-35.8% | $85,850+41.8% |
| Participation rate | 58.1% | 66.0%-7.9pp | 78.4%-20.4pp | 69.3%-11.3pp |
| Annual return | 10.46% | 18.45%-8.0pp | 64.17%-53.7pp | 318.53%-308.1pp |
| Employer contribution / active EE | $716 | $2,081-65.6% | $4,412-83.8% | $2,565-72.1% |
| Participant deferral / active EE | $2,865 | $4,051-29.3% | $6,174-53.6% | $3,952-27.5% |
| Admin fee / account holder | $0 | $5,377-100.0% | $9,807-100.0% | $6,260-100.0% |