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 10-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 | $126,858 | $183,592-30.9% | $155,567-18.5% | $145,959-13.1% |
| Participation rate | 61.5% | 82.7%-21.1pp | 78.2%-16.7pp | 80.3%-18.7pp |
| Annual return | 6.86% | 61.24%-54.4pp | 64.74%-57.9pp | 561.95%-555.1pp |
| Employer contribution / active EE | $1,582 | $5,315-70.2% | $4,674-66.2% | $4,661-66.1% |
| Participant deferral / active EE | $5,017 | $6,464-22.4% | $5,628-10.8% | $6,689-25.0% |
| Admin fee / account holder | $196 | $19,318-99.0% | $15,916-98.8% | $13,398-98.5% |