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 | $50,844 | $157,256-67.7% | $141,162-64.0% | $152,861-66.7% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.4%-39.6pp |
| Annual return | 10.61% | 64.32%-53.7pp | 71.39%-60.8pp | 345.32%-334.7pp |
| Employer contribution / active EE | $7,595 | $5,261+44.4% | $4,735+60.4% | $4,762+59.5% |
| Participant deferral / active EE | $3,571 | $7,109-49.8% | $6,709-46.8% | $5,850-39.0% |
| Admin fee / account holder | $35 | $12,120-99.7% | $10,261-99.7% | $11,596-99.7% |