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 | $63,157 | $74,888-15.7% | $71,209-11.3% | $142,382-55.6% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 11.24% | 345.14%-333.9pp | 282.51%-271.3pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,220 | $2,854-57.3% | $2,721-55.2% | $4,299-71.6% |
| Participant deferral / active EE | $2,042 | $4,454-54.1% | $4,175-51.1% | $6,507-68.6% |
| Admin fee / account holder | $68 | $5,568-98.8% | $5,349-98.7% | $12,624-99.5% |