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 | $230,680 | $167,307+37.9% | $143,757+60.5% | $134,475+71.5% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -25.43% | 0.46%-25.9pp | -0.04%-25.4pp | 417.96%-443.4pp |
| Employer contribution / active EE | $1,913 | $5,619-66.0% | $4,951-61.4% | $4,740-59.6% |
| Participant deferral / active EE | $4,846 | $6,446-24.8% | $5,637-14.0% | $6,400-24.3% |
| Admin fee / account holder | $27 | $18,088-99.9% | $14,673-99.8% | $11,426-99.8% |