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 | $6,374 | $70,606-91.0% | $53,898-88.2% | $142,382-95.5% |
| Participation rate | 37.5% | 63.7%-26.2pp | 55.0%-17.5pp | 80.1%-42.6pp |
| Annual return | 6.97% | 619.81%-612.8pp | 528.60%-521.6pp | 217.08%-210.1pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $408 | $2,364-82.7% | $1,826-77.6% | $6,507-93.7% |
| Admin fee / account holder | $23 | $2,852-99.2% | $2,491-99.1% | $12,624-99.8% |