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 | $76,584 | $176,056-56.5% | $159,436-52.0% | $167,490-54.3% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 3.60% | 331.75%-328.2pp | 263.57%-260.0pp | 478.56%-475.0pp |
| Employer contribution / active EE | $975 | $5,297-81.6% | $4,829-79.8% | $4,837-79.8% |
| Participant deferral / active EE | $6,575 | $7,750-15.2% | $7,352-10.6% | $6,341+3.7% |
| Admin fee / account holder | $47 | $12,554-99.6% | $10,799-99.6% | $12,309-99.6% |