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 | $106,909 | $101,724+5.1% | $164,813-35.1% | $80,856+32.2% |
| Participation rate | 47.1% | 71.8%-24.8pp | 78.6%-31.5pp | 67.6%-20.6pp |
| Annual return | 10.26% | 16.72%-6.5pp | 69.93%-59.7pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,798 | $2,953-39.1% | $4,341-58.6% | $2,755-34.7% |
| Participant deferral / active EE | $3,089 | $4,477-31.0% | $6,031-48.8% | $4,296-28.1% |
| Admin fee / account holder | $1 | $8,227-100.0% | $12,690-100.0% | $6,918-100.0% |