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 6-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 | $42,454 | $154,117-72.5% | $129,995-67.3% | $139,434-69.6% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 8.16% | 32.48%-24.3pp | -137.18%+145.3pp | 372.94%-364.8pp |
| Employer contribution / active EE | $1,663 | $5,289-68.6% | $4,320-61.5% | $4,751-65.0% |
| Participant deferral / active EE | $7,609 | $6,710+13.4% | $5,820+30.7% | $6,710+13.4% |
| Admin fee / account holder | $91 | $14,007-99.4% | $10,614-99.1% | $11,403-99.2% |