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 8-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 | $208,898 | $99,921+109.1% | $85,009+145.7% | $145,959+43.1% |
| Participation rate | 37.5% | 74.1%-36.6pp | 67.5%-30.0pp | 80.3%-42.8pp |
| Annual return | 7.27% | 83.89%-76.6pp | 66.47%-59.2pp | 561.95%-554.7pp |
| Employer contribution / active EE | $628 | $3,233-80.6% | $2,728-77.0% | $4,661-86.5% |
| Participant deferral / active EE | $4,275 | $5,293-19.2% | $4,522-5.5% | $6,689-36.1% |
| Admin fee / account holder | $112 | $7,252-98.5% | $6,153-98.2% | $13,398-99.2% |