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 | $100,921 | $103,376-2.4% | $87,100+15.9% | $152,861-34.0% |
| Participation rate | 45.5% | 79.3%-33.9pp | 76.9%-31.4pp | 82.4%-37.0pp |
| Annual return | 5.97% | 28.10%-22.1pp | 28.19%-22.2pp | 345.32%-339.3pp |
| Employer contribution / active EE | $1,172 | $3,220-63.6% | $2,521-53.5% | $4,762-75.4% |
| Participant deferral / active EE | $3,115 | $4,778-34.8% | $4,049-23.1% | $5,850-46.7% |
| Admin fee / account holder | $106 | $12,205-99.1% | $7,497-98.6% | $11,596-99.1% |