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 | $95,885 | $124,319-22.9% | $111,297-13.8% | $167,490-42.8% |
| Participation rate | 66.7% | 79.6%-12.9pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 3.48% | 37.44%-34.0pp | 54.65%-51.2pp | 478.56%-475.1pp |
| Employer contribution / active EE | $2,573 | $3,435-25.1% | $2,731-5.8% | $4,837-46.8% |
| Participant deferral / active EE | $4,682 | $5,180-9.6% | $4,487+4.3% | $6,341-26.2% |
| Admin fee / account holder | $26 | $10,618-99.8% | $7,964-99.7% | $12,309-99.8% |