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 | $142,256 | $115,770+22.9% | $101,248+40.5% | $158,922-10.5% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 5.01% | 56.14%-51.1pp | 46.47%-41.5pp | 302.83%-297.8pp |
| Employer contribution / active EE | $2,838 | $4,175-32.0% | $3,660-22.4% | $4,761-40.4% |
| Participant deferral / active EE | $4,210 | $4,957-15.1% | $4,370-3.7% | $5,982-29.6% |
| Admin fee / account holder | $54 | $7,245-99.3% | $5,945-99.1% | $11,246-99.5% |