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 3-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 | $44,827 | $150,197-70.2% | $120,368-62.8% | $145,959-69.3% |
| Participation rate | 57.1% | 78.8%-21.6pp | 71.9%-14.8pp | 80.3%-23.1pp |
| Annual return | 3.85% | 154.26%-150.4pp | 107.26%-103.4pp | 561.95%-558.1pp |
| Employer contribution / active EE | $8,054 | $4,350+85.1% | $3,465+132.5% | $4,661+72.8% |
| Participant deferral / active EE | $9,906 | $6,174+60.4% | $4,991+98.5% | $6,689+48.1% |
| Admin fee / account holder | $241 | $12,216-98.0% | $9,429-97.4% | $13,398-98.2% |