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 9-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 | $43,858 | $104,974-58.2% | $95,585-54.1% | $142,382-69.2% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 7.60% | 210.33%-202.7pp | 38.56%-31.0pp | 217.08%-209.5pp |
| Employer contribution / active EE | $420 | $2,779-84.9% | $2,527-83.4% | $4,299-90.2% |
| Participant deferral / active EE | $1,340 | $4,352-69.2% | $4,023-66.7% | $6,507-79.4% |
| Admin fee / account holder | $63 | $6,386-99.0% | $6,127-99.0% | $12,624-99.5% |