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 | $97,162 | $67,606+43.7% | $82,313+18.0% | $70,131+38.5% |
| Participation rate | 65.4% | 72.8%-7.4pp | 76.9%-11.5pp | 69.5%-4.2pp |
| Annual return | 9.69% | 21.57%-11.9pp | 25.88%-16.2pp | 73.14%-63.5pp |
| Employer contribution / active EE | $1,518 | $1,755-13.5% | $2,428-37.5% | $2,342-35.2% |
| Participant deferral / active EE | $2,833 | $2,987-5.2% | $3,706-23.6% | $3,332-15.0% |
| Admin fee / account holder | $176 | $4,512-96.1% | $5,608-96.9% | $4,645-96.2% |