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 3-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 | $43,748 | $112,729-61.2% | $98,716-55.7% | $137,256-68.1% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.3%-13.7pp | 80.0%-24.4pp |
| Annual return | 4.39% | 38.48%-34.1pp | 31.81%-27.4pp | 220.34%-216.0pp |
| Employer contribution / active EE | $5,887 | $2,725+116.0% | $2,279+158.4% | $4,156+41.6% |
| Participant deferral / active EE | $3,560 | $4,640-23.3% | $4,048-12.0% | $6,407-44.4% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |