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 | $30,801 | $76,552-59.8% | $123,892-75.1% | $62,891-51.0% |
| Participation rate | 68.3% | 73.0%-4.7pp | 81.4%-13.1pp | 69.3%-1.0pp |
| Annual return | 0.85% | 18.68%-17.8pp | 47.52%-46.7pp | 20.14%-19.3pp |
| Employer contribution / active EE | $1,519 | $2,883-47.3% | $4,617-67.1% | $2,281-33.4% |
| Participant deferral / active EE | $2,376 | $4,840-50.9% | $5,984-60.3% | $3,203-25.8% |
| Admin fee / account holder | $292 | $4,826-94.0% | $8,357-96.5% | $4,296-93.2% |