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 | $97,339 | $144,119-32.5% | $117,854-17.4% | $147,584-34.0% |
| Participation rate | 45.5% | 83.4%-38.0pp | 79.7%-34.2pp | 82.8%-37.4pp |
| Annual return | 5.49% | 531.15%-525.7pp | 335.08%-329.6pp | 578.55%-573.1pp |
| Employer contribution / active EE | $1,667 | $4,896-66.0% | $3,786-56.0% | $4,876-65.8% |
| Participant deferral / active EE | $3,553 | $5,316-33.2% | $4,482-20.7% | $5,439-34.7% |
| Admin fee / account holder | $278 | $10,886-97.4% | $8,020-96.5% | $10,885-97.4% |