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 | $67,440 | $99,020-31.9% | $86,590-22.1% | $147,584-54.3% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 2.81% | 1312.34%-1309.5pp | 964.84%-962.0pp | 578.55%-575.7pp |
| Employer contribution / active EE | $1,510 | $3,132-51.8% | $2,839-46.8% | $4,876-69.0% |
| Participant deferral / active EE | $3,960 | $3,972-0.3% | $3,609+9.7% | $5,439-27.2% |
| Admin fee / account holder | -$205 | $5,710-103.6% | $4,906-104.2% | $10,885-101.9% |