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 | $24,211 | $107,334-77.4% | $92,893-73.9% | $152,861-84.2% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.4%-26.9pp |
| Annual return | 2.66% | 145.58%-142.9pp | 109.41%-106.8pp | 345.32%-342.7pp |
| Employer contribution / active EE | $3,422 | $4,221-18.9% | $3,653-6.3% | $4,762-28.1% |
| Participant deferral / active EE | $0 | $4,845-100.0% | $4,236-100.0% | $5,850-100.0% |
| Admin fee / account holder | $10 | $7,079-99.9% | $5,794-99.8% | $11,596-99.9% |