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 | $87,953 | $29,319+200.0% | $52,425+67.8% | $82,448+6.7% |
| Participation rate | 8.9% | 46.9%-38.0pp | 55.6%-46.7pp | 68.1%-59.2pp |
| Annual return | 14.00% | 535.20%-521.2pp | 302.12%-288.1pp | 41.64%-27.6pp |
| Employer contribution / active EE | $297 | $586-49.4% | $914-67.6% | $2,551-88.4% |
| Participant deferral / active EE | $302 | $1,171-74.2% | $1,790-83.1% | $4,139-92.7% |
| Admin fee / account holder | $51 | $1,962-97.4% | $2,495-97.9% | $7,234-99.3% |