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 | $24,719 | $172,111-85.6% | $150,298-83.6% | $137,256-82.0% |
| Participation rate | 61.5% | 81.7%-20.2pp | 77.8%-16.2pp | 80.0%-18.4pp |
| Annual return | 10.03% | 69.37%-59.3pp | 62.79%-52.8pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,122 | $4,636-75.8% | $4,154-73.0% | $4,156-73.0% |
| Participant deferral / active EE | $4,331 | $6,166-29.8% | $5,453-20.6% | $6,407-32.4% |
| Admin fee / account holder | $26 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |