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 | $37,675 | $71,829-47.5% | $69,780-46.0% | $142,382-73.5% |
| Participation rate | 57.1% | 81.6%-24.4pp | 79.3%-22.2pp | 80.1%-23.0pp |
| Annual return | 12.63% | 31.01%-18.4pp | 26.31%-13.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,337 | $4,385-46.7% | $4,168-43.9% | $4,299-45.6% |
| Participant deferral / active EE | $2,541 | $6,819-62.7% | $6,164-58.8% | $6,507-60.9% |
| Admin fee / account holder | $63 | $7,818-99.2% | $7,285-99.1% | $12,624-99.5% |