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 | $99,306 | $70,606+40.6% | $53,898+84.2% | $142,382-30.3% |
| Participation rate | 9.5% | 63.7%-54.2pp | 55.0%-45.4pp | 80.1%-70.6pp |
| Annual return | 0.94% | 619.81%-618.9pp | 528.60%-527.7pp | 217.08%-216.1pp |
| Employer contribution / active EE | $248 | $1,202-79.4% | $932-73.4% | $4,299-94.2% |
| Participant deferral / active EE | $381 | $2,364-83.9% | $1,826-79.1% | $6,507-94.1% |
| Admin fee / account holder | $24 | $2,852-99.2% | $2,491-99.0% | $12,624-99.8% |