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 | $57,295 | $53,777+6.5% | $134,143-57.3% | $79,858-28.3% |
| Participation rate | 60.0% | 58.8%+1.2pp | 72.2%-12.2pp | 69.6%-9.6pp |
| Annual return | 6.07% | 19.01%-12.9pp | 36.33%-30.3pp | 31.71%-25.6pp |
| Employer contribution / active EE | $599 | $1,321-54.7% | $3,704-83.8% | $2,471-75.8% |
| Participant deferral / active EE | $2,571 | $2,420+6.2% | $3,499-26.5% | $3,740-31.3% |
| Admin fee / account holder | $160 | $3,984-96.0% | $6,684-97.6% | $5,306-97.0% |