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 | $125,555 | $78,672+59.6% | $109,143+15.0% | $85,850+46.2% |
| Participation rate | 39.4% | 68.3%-28.9pp | 75.9%-36.5pp | 69.3%-29.9pp |
| Annual return | 8.38% | 25.09%-16.7pp | 25.75%-17.4pp | 318.53%-310.2pp |
| Employer contribution / active EE | $2,307 | $2,735-15.7% | $3,722-38.0% | $2,565-10.1% |
| Participant deferral / active EE | $6,226 | $3,467+79.6% | $4,653+33.8% | $3,952+57.5% |
| Admin fee / account holder | $8 | $5,469-99.8% | $6,752-99.9% | $6,260-99.9% |