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 9-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 | $101,325 | $159,901-36.6% | $146,958-31.1% | $145,922-30.6% |
| Participation rate | 46.7% | 84.0%-37.3pp | 82.2%-35.5pp | 80.3%-33.6pp |
| Annual return | 6.87% | 98.13%-91.3pp | 418.34%-411.5pp | 561.29%-554.4pp |
| Employer contribution / active EE | $1,292 | $5,286-75.6% | $4,933-73.8% | $4,660-72.3% |
| Participant deferral / active EE | $4,238 | $8,428-49.7% | $8,070-47.5% | $6,688-36.6% |
| Admin fee / account holder | $27 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |