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 | $131,434 | $109,881+19.6% | $150,045-12.4% | $84,808+55.0% |
| Participation rate | 62.2% | 76.1%-13.9pp | 82.3%-20.2pp | 68.3%-6.1pp |
| Annual return | 11.34% | 28.25%-16.9pp | 62.55%-51.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,889 | $3,561-47.0% | $4,693-59.8% | $2,631-28.2% |
| Participant deferral / active EE | $5,018 | $6,636-24.4% | $7,997-37.3% | $4,212+19.2% |
| Admin fee / account holder | $238 | $8,568-97.2% | $13,435-98.2% | $7,344-96.8% |