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 5-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 | $36,666 | $100,773-63.6% | $88,946-58.8% | $142,382-74.2% |
| Participation rate | 20.0% | 74.3%-54.3pp | 68.8%-48.8pp | 80.1%-60.1pp |
| Annual return | 9.35% | 70.18%-60.8pp | 57.82%-48.5pp | 217.08%-207.7pp |
| Employer contribution / active EE | $374 | $2,918-87.2% | $2,555-85.3% | $4,299-91.3% |
| Participant deferral / active EE | $1,248 | $5,230-76.1% | $4,581-72.8% | $6,507-80.8% |
| Admin fee / account holder | $212 | $9,693-97.8% | $8,261-97.4% | $12,624-98.3% |