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 | $56,164 | $99,921-43.8% | $85,009-33.9% | $145,959-61.5% |
| Participation rate | 41.2% | 74.1%-32.9pp | 67.5%-26.3pp | 80.3%-39.1pp |
| Annual return | 2.14% | 83.89%-81.8pp | 66.47%-64.3pp | 561.95%-559.8pp |
| Employer contribution / active EE | $1,225 | $3,233-62.1% | $2,728-55.1% | $4,661-73.7% |
| Participant deferral / active EE | $4,725 | $5,293-10.7% | $4,522+4.5% | $6,689-29.4% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |