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 | $175,513 | $87,166+101.4% | $76,735+128.7% | $137,256+27.9% |
| Participation rate | 55.6% | 74.4%-18.8pp | 69.5%-13.9pp | 80.0%-24.4pp |
| Annual return | 8.64% | 26.50%-17.9pp | 29.77%-21.1pp | 220.34%-211.7pp |
| Employer contribution / active EE | $1,443 | $2,904-50.3% | $2,454-41.2% | $4,156-65.3% |
| Participant deferral / active EE | $8,046 | $4,726+70.2% | $4,088+96.8% | $6,407+25.6% |
| Admin fee / account holder | $17 | $8,403-99.8% | $7,189-99.8% | $12,270-99.9% |