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 | $25,129 | $183,592-86.3% | $155,567-83.8% | $145,959-82.8% |
| Participation rate | 54.5% | 82.7%-28.1pp | 78.2%-23.6pp | 80.3%-25.7pp |
| Annual return | 7.15% | 61.24%-54.1pp | 64.74%-57.6pp | 561.95%-554.8pp |
| Employer contribution / active EE | $1,806 | $5,315-66.0% | $4,674-61.4% | $4,661-61.3% |
| Participant deferral / active EE | $3,130 | $6,464-51.6% | $5,628-44.4% | $6,689-53.2% |
| Admin fee / account holder | $96 | $19,318-99.5% | $15,916-99.4% | $13,398-99.3% |