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 | $53,528 | $124,281-56.9% | $109,143-51.0% | $167,490-68.0% |
| Participation rate | 53.3% | 79.4%-26.1pp | 75.9%-22.5pp | 82.1%-28.8pp |
| Annual return | 9.27% | 26.04%-16.8pp | 25.75%-16.5pp | 478.56%-469.3pp |
| Employer contribution / active EE | $1,606 | $4,207-61.8% | $3,722-56.8% | $4,837-66.8% |
| Participant deferral / active EE | $4,502 | $5,255-14.3% | $4,653-3.3% | $6,341-29.0% |
| Admin fee / account holder | $98 | $7,970-98.8% | $6,752-98.6% | $12,309-99.2% |