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 | $40,521 | $56,897-28.8% | $84,750-52.2% | $62,891-35.6% |
| Participation rate | 40.5% | 68.5%-28.1pp | 76.6%-36.1pp | 69.3%-28.8pp |
| Annual return | 4.10% | 6.30%-2.2pp | 22.78%-18.7pp | 20.14%-16.0pp |
| Employer contribution / active EE | $995 | $2,400-58.5% | $3,574-72.2% | $2,281-56.4% |
| Participant deferral / active EE | $1,427 | $2,709-47.3% | $3,712-61.6% | $3,203-55.5% |
| Admin fee / account holder | $128 | $3,581-96.4% | $5,332-97.6% | $4,296-97.0% |