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 | $36,027 | $53,127-32.2% | $86,590-58.4% | $70,131-48.6% |
| Participation rate | 64.9% | 65.3%-0.4pp | 73.5%-8.7pp | 69.5%-4.7pp |
| Annual return | 12.39% | 27.66%-15.3pp | 964.84%-952.4pp | 73.14%-60.7pp |
| Employer contribution / active EE | $1,091 | $2,068-47.3% | $2,839-61.6% | $2,342-53.4% |
| Participant deferral / active EE | $2,897 | $2,696+7.5% | $3,609-19.7% | $3,332-13.0% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |