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 | $50,454 | $52,279-3.5% | $89,391-43.6% | $79,858-36.8% |
| Participation rate | 54.0% | 57.5%-3.6pp | 68.0%-14.0pp | 69.6%-15.7pp |
| Annual return | 5.11% | 22.16%-17.0pp | 245.62%-240.5pp | 31.71%-26.6pp |
| Employer contribution / active EE | $3,898 | $1,572+148.0% | $2,586+50.8% | $2,471+57.8% |
| Participant deferral / active EE | $5,643 | $2,740+105.9% | $3,890+45.1% | $3,740+50.9% |
| Admin fee / account holder | $275 | $3,356-91.8% | $4,881-94.4% | $5,306-94.8% |