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 | $47,584 | $56,897-16.4% | $84,750-43.9% | $62,891-24.3% |
| Participation rate | 65.4% | 68.5%-3.2pp | 76.6%-11.2pp | 69.3%-3.9pp |
| Annual return | 3.65% | 6.30%-2.6pp | 22.78%-19.1pp | 20.14%-16.5pp |
| Employer contribution / active EE | $1,486 | $2,400-38.1% | $3,574-58.4% | $2,281-34.8% |
| Participant deferral / active EE | $3,053 | $2,709+12.7% | $3,712-17.7% | $3,203-4.7% |
| Admin fee / account holder | $280 | $3,581-92.2% | $5,332-94.8% | $4,296-93.5% |