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 | $52,389 | $108,919-51.9% | $100,391-47.8% | $145,922-64.1% |
| Participation rate | 66.7% | 82.9%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 5.11% | 57.88%-52.8pp | 49.20%-44.1pp | 561.29%-556.2pp |
| Employer contribution / active EE | $2,372 | $4,419-46.3% | $3,942-39.8% | $4,660-49.1% |
| Participant deferral / active EE | $6,992 | $8,445-17.2% | $8,082-13.5% | $6,688+4.5% |
| Admin fee / account holder | $160 | $9,689-98.3% | $7,899-98.0% | $13,397-98.8% |