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 | $137,169 | $124,281+10.4% | $109,143+25.7% | $167,490-18.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 1.36% | 26.04%-24.7pp | 25.75%-24.4pp | 478.56%-477.2pp |
| Employer contribution / active EE | $1,020 | $4,207-75.8% | $3,722-72.6% | $4,837-78.9% |
| Participant deferral / active EE | $7,650 | $5,255+45.6% | $4,653+64.4% | $6,341+20.6% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |