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 | $176,810 | $81,233+117.7% | $155,567+13.7% | $80,874+118.6% |
| Participation rate | 58.1% | 66.2%-8.2pp | 78.2%-20.1pp | 67.6%-9.6pp |
| Annual return | 10.38% | 33.33%-23.0pp | 64.74%-54.4pp | 35.62%-25.2pp |
| Employer contribution / active EE | $1,337 | $3,101-56.9% | $4,674-71.4% | $2,756-51.5% |
| Participant deferral / active EE | $3,193 | $3,452-7.5% | $5,628-43.3% | $4,297-25.7% |
| Admin fee / account holder | $47 | $7,998-99.4% | $15,916-99.7% | $6,935-99.3% |