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 4-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 | $19,328 | $169,032-88.6% | $129,207-85.0% | $145,922-86.8% |
| Participation rate | 4.5% | 76.4%-71.9pp | 69.6%-65.1pp | 80.3%-75.7pp |
| Annual return | 4.04% | 14330.11%-14326.1pp | 9417.33%-9413.3pp | 561.29%-557.2pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $513 | $4,987-89.7% | $4,168-87.7% | $6,688-92.3% |
| Admin fee / account holder | $56 | $9,954-99.4% | $7,715-99.3% | $13,397-99.6% |