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 | $163,052 | $73,933+120.5% | $96,683+68.6% | $75,163+116.9% |
| Participation rate | 33.3% | 66.4%-33.1pp | 74.3%-41.0pp | 67.2%-33.9pp |
| Annual return | 11.14% | 26.70%-15.6pp | 35.69%-24.6pp | 160.62%-149.5pp |
| Employer contribution / active EE | $1,047 | $2,928-64.2% | $3,737-72.0% | $2,670-60.8% |
| Participant deferral / active EE | $4,241 | $3,659+15.9% | $4,878-13.1% | $4,125+2.8% |
| Admin fee / account holder | $14 | $5,216-99.7% | $6,730-99.8% | $5,651-99.8% |