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 | $65,626 | $67,606-2.9% | $82,313-20.3% | $70,131-6.4% |
| Participation rate | 63.2% | 72.8%-9.6pp | 76.9%-13.7pp | 69.5%-6.4pp |
| Annual return | 6.72% | 21.57%-14.8pp | 25.88%-19.2pp | 73.14%-66.4pp |
| Employer contribution / active EE | $1,182 | $1,755-32.6% | $2,428-51.3% | $2,342-49.5% |
| Participant deferral / active EE | $2,778 | $2,987-7.0% | $3,706-25.0% | $3,332-16.6% |
| Admin fee / account holder | $147 | $4,512-96.7% | $5,608-97.4% | $4,645-96.8% |