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 | $31,388 | $29,319+7.1% | $52,425-40.1% | $82,448-61.9% |
| Participation rate | 52.0% | 46.9%+5.1pp | 55.6%-3.6pp | 68.1%-16.1pp |
| Annual return | 13.89% | 535.20%-521.3pp | 302.12%-288.2pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,185 | $586+102.1% | $914+29.7% | $2,551-53.5% |
| Participant deferral / active EE | $3,883 | $1,171+231.5% | $1,790+116.9% | $4,139-6.2% |
| Admin fee / account holder | $15 | $1,962-99.2% | $2,495-99.4% | $7,234-99.8% |