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 | $62,791 | $177,572-64.6% | $154,803-59.4% | $142,382-55.9% |
| Participation rate | 28.6% | 82.1%-53.5pp | 78.1%-49.5pp | 80.1%-51.5pp |
| Annual return | 1.17% | 65.07%-63.9pp | 58.88%-57.7pp | 217.08%-215.9pp |
| Employer contribution / active EE | $1,770 | $4,810-63.2% | $4,305-58.9% | $4,299-58.8% |
| Participant deferral / active EE | $8,516 | $6,272+35.8% | $5,540+53.7% | $6,507+30.9% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |