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 | $25,305 | $124,281-79.6% | $109,143-76.8% | $167,490-84.9% |
| Participation rate | 68.8% | 79.4%-10.7pp | 75.9%-7.1pp | 82.1%-13.4pp |
| Annual return | 6.61% | 26.04%-19.4pp | 25.75%-19.1pp | 478.56%-472.0pp |
| Employer contribution / active EE | $1,187 | $4,207-71.8% | $3,722-68.1% | $4,837-75.5% |
| Participant deferral / active EE | $1,980 | $5,255-62.3% | $4,653-57.5% | $6,341-68.8% |
| Admin fee / account holder | $9 | $7,970-99.9% | $6,752-99.9% | $12,309-99.9% |