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 8-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 | $19,130 | $88,751-78.4% | $81,812-76.6% | $145,922-86.9% |
| Participation rate | 60.9% | 75.0%-14.2pp | 72.3%-11.5pp | 80.3%-19.4pp |
| Annual return | 9.30% | 1025.40%-1016.1pp | 773.79%-764.5pp | 561.29%-552.0pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,837 | $4,643-17.4% | $4,319-11.2% | $6,688-42.6% |
| Admin fee / account holder | $133 | $8,415-98.4% | $7,386-98.2% | $13,397-99.0% |