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 | $71,696 | $177,572-59.6% | $154,803-53.7% | $142,382-49.6% |
| Participation rate | 41.7% | 82.1%-40.4pp | 78.1%-36.4pp | 80.1%-38.5pp |
| Annual return | 6.43% | 65.07%-58.6pp | 58.88%-52.5pp | 217.08%-210.6pp |
| Employer contribution / active EE | $1,925 | $4,810-60.0% | $4,305-55.3% | $4,299-55.2% |
| Participant deferral / active EE | $2,421 | $6,272-61.4% | $5,540-56.3% | $6,507-62.8% |
| Admin fee / account holder | $24 | $16,786-99.9% | $14,329-99.8% | $12,624-99.8% |