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 3-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 | $172,743 | $57,541+200.2% | $95,745+80.4% | $75,163+129.8% |
| Participation rate | 53.8% | 62.5%-8.7pp | 72.3%-18.4pp | 67.2%-13.3pp |
| Annual return | 11.29% | 34.93%-23.6pp | 28.35%-17.1pp | 160.62%-149.3pp |
| Employer contribution / active EE | $1,232 | $1,808-31.9% | $2,835-56.6% | $2,670-53.9% |
| Participant deferral / active EE | $5,146 | $3,074+67.4% | $4,245+21.2% | $4,125+24.7% |
| Admin fee / account holder | $0 | $4,099-100.0% | $5,678-100.0% | $5,651-100.0% |