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 | $92,449 | $209,411-55.9% | $178,490-48.2% | $158,922-41.8% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 2.87% | 188.75%-185.9pp | 151.07%-148.2pp | 302.83%-300.0pp |
| Employer contribution / active EE | $1,501 | $5,706-73.7% | $5,011-70.1% | $4,761-68.5% |
| Participant deferral / active EE | $5,320 | $5,954-10.7% | $5,202+2.3% | $5,982-11.1% |
| Admin fee / account holder | $125 | $17,074-99.3% | $13,984-99.1% | $11,246-98.9% |