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 | $124,147 | $47,944+158.9% | $67,834+83.0% | $62,891+97.4% |
| Participation rate | 33.3% | 61.1%-27.7pp | 68.8%-35.5pp | 69.3%-36.0pp |
| Annual return | 2.89% | 11.77%-8.9pp | 138.47%-135.6pp | 20.14%-17.3pp |
| Employer contribution / active EE | $1,570 | $1,562+0.5% | $2,403-34.7% | $2,281-31.2% |
| Participant deferral / active EE | $3,185 | $2,247+41.8% | $3,160+0.8% | $3,203-0.6% |
| Admin fee / account holder | $5 | $3,712-99.9% | $4,622-99.9% | $4,296-99.9% |