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 4-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 | $70,235 | $111,814-37.2% | $103,374-32.1% | $145,959-51.9% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 8.02% | 24.77%-16.8pp | 24.89%-16.9pp | 561.95%-553.9pp |
| Employer contribution / active EE | $1,522 | $4,214-63.9% | $3,869-60.7% | $4,661-67.4% |
| Participant deferral / active EE | $4,664 | $5,618-17.0% | $5,058-7.8% | $6,689-30.3% |
| Admin fee / account holder | $286 | $9,754-97.1% | $8,394-96.6% | $13,398-97.9% |