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 | $122,526 | $149,679-18.1% | $117,039+4.7% | $147,584-17.0% |
| Participation rate | 50.0% | 83.5%-33.5pp | 77.2%-27.2pp | 82.8%-32.8pp |
| Annual return | 8.04% | 19.31%-11.3pp | 18.95%-10.9pp | 578.55%-570.5pp |
| Employer contribution / active EE | $2,252 | $4,937-54.4% | $3,785-40.5% | $4,876-53.8% |
| Participant deferral / active EE | $7,272 | $4,912+48.1% | $3,929+85.1% | $5,439+33.7% |
| Admin fee / account holder | $59 | $7,856-99.3% | $5,974-99.0% | $10,885-99.5% |