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 | $100,605 | $102,966-2.3% | $90,281+11.4% | $152,861-34.2% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 5.21% | 95.16%-90.0pp | 78.10%-72.9pp | 345.32%-340.1pp |
| Employer contribution / active EE | $1,764 | $3,139-43.8% | $2,854-38.2% | $4,762-63.0% |
| Participant deferral / active EE | $4,992 | $4,281+16.6% | $3,885+28.5% | $5,850-14.7% |
| Admin fee / account holder | -$192 | $6,171-103.1% | $5,351-103.6% | $11,596-101.7% |