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 | $15,166 | $81,248-81.3% | $155,509-90.2% | $80,856-81.2% |
| Participation rate | 61.1% | 66.2%-5.1pp | 78.2%-17.1pp | 67.6%-6.5pp |
| Annual return | 9.68% | 33.31%-23.6pp | 64.67%-55.0pp | 35.59%-25.9pp |
| Employer contribution / active EE | $817 | $3,100-73.6% | $4,672-82.5% | $2,755-70.3% |
| Participant deferral / active EE | $902 | $3,452-73.9% | $5,626-84.0% | $4,296-79.0% |
| Admin fee / account holder | $166 | $7,997-97.9% | $15,912-99.0% | $6,918-97.6% |