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 | $69,999 | $144,119-51.4% | $117,854-40.6% | $147,584-52.6% |
| Participation rate | 62.5% | 83.4%-20.9pp | 79.7%-17.2pp | 82.8%-20.3pp |
| Annual return | 8.23% | 531.15%-522.9pp | 335.08%-326.9pp | 578.55%-570.3pp |
| Employer contribution / active EE | $1,808 | $4,896-63.1% | $3,786-52.3% | $4,876-62.9% |
| Participant deferral / active EE | $4,145 | $5,316-22.0% | $4,482-7.5% | $5,439-23.8% |
| Admin fee / account holder | $7 | $10,886-99.9% | $8,020-99.9% | $10,885-99.9% |