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 | $137,639 | $163,101-15.6% | $136,749+0.7% | $142,382-3.3% |
| Participation rate | 62.5% | 78.2%-15.7pp | 72.1%-9.6pp | 80.1%-17.6pp |
| Annual return | 5.87% | 27.54%-21.7pp | 24.33%-18.5pp | 217.08%-211.2pp |
| Employer contribution / active EE | $4,848 | $4,117+17.8% | $3,400+42.6% | $4,299+12.8% |
| Participant deferral / active EE | $1,798 | $5,585-67.8% | $4,692-61.7% | $6,507-72.4% |
| Admin fee / account holder | $124 | $14,318-99.1% | $11,386-98.9% | $12,624-99.0% |