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 | $163,233 | $159,602+2.3% | $150,045+8.8% | $142,382+14.6% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.3%-49.0pp | 80.1%-46.8pp |
| Annual return | 3.07% | 70.24%-67.2pp | 62.55%-59.5pp | 217.08%-214.0pp |
| Employer contribution / active EE | $1,750 | $4,961-64.7% | $4,693-62.7% | $4,299-59.3% |
| Participant deferral / active EE | $4,706 | $8,310-43.4% | $7,997-41.2% | $6,507-27.7% |
| Admin fee / account holder | $58 | $14,846-99.6% | $13,435-99.6% | $12,624-99.5% |