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 | $55,314 | $126,574-56.3% | $106,213-47.9% | $145,922-62.1% |
| Participation rate | 68.4% | 77.6%-9.2pp | 75.3%-6.9pp | 80.3%-11.9pp |
| Annual return | 7.73% | 224.79%-217.1pp | 116.14%-108.4pp | 561.29%-553.6pp |
| Employer contribution / active EE | $1,102 | $3,730-70.5% | $3,171-65.3% | $4,660-76.4% |
| Participant deferral / active EE | $4,491 | $5,724-21.5% | $5,016-10.5% | $6,688-32.8% |
| Admin fee / account holder | $7 | $17,304-100.0% | $11,033-99.9% | $13,397-100.0% |