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 | $120,856 | $162,781-25.8% | $133,956-9.8% | $158,922-24.0% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 1.00% | 41.94%-40.9pp | 45.09%-44.1pp | 302.83%-301.8pp |
| Employer contribution / active EE | $2,979 | $4,975-40.1% | $3,919-24.0% | $4,761-37.4% |
| Participant deferral / active EE | $8,360 | $5,911+41.4% | $5,048+65.6% | $5,982+39.7% |
| Admin fee / account holder | $6 | $11,736-100.0% | $8,927-99.9% | $11,246-100.0% |