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 5-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 | $59,224 | $34,934+69.5% | $56,411+5.0% | $74,495-20.5% |
| Participation rate | 4.9% | 32.8%-27.9pp | 52.5%-47.5pp | 67.2%-62.3pp |
| Annual return | 8.98% | 25.94%-17.0pp | 1701.33%-1692.4pp | 1364.94%-1356.0pp |
| Employer contribution / active EE | $424 | $609-30.4% | $1,039-59.2% | $2,623-83.8% |
| Participant deferral / active EE | $920 | $1,170-21.4% | $1,952-52.9% | $4,346-78.8% |
| Admin fee / account holder | $109 | $2,364-95.4% | $2,829-96.1% | $1,942-94.4% |