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 | $163,101 | $101,618+60.5% | $93,063+75.3% | $137,256+18.8% |
| Participation rate | 33.3% | 74.9%-41.6pp | 72.1%-38.8pp | 80.0%-46.6pp |
| Annual return | 5.18% | 223.95%-218.8pp | 34.15%-29.0pp | 220.34%-215.2pp |
| Employer contribution / active EE | $857 | $2,707-68.4% | $2,476-65.4% | $4,156-79.4% |
| Participant deferral / active EE | $4,836 | $4,279+13.0% | $3,958+22.2% | $6,407-24.5% |
| Admin fee / account holder | $60 | $6,198-99.0% | $6,033-99.0% | $12,270-99.5% |