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 5-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 | $20,895 | $34,932-40.2% | $56,441-63.0% | $74,546-72.0% |
| Participation rate | 6.3% | 32.9%-26.6pp | 52.5%-46.2pp | 67.2%-60.9pp |
| Annual return | 9.30% | 24.90%-15.6pp | 1704.21%-1694.9pp | 1366.03%-1356.7pp |
| Employer contribution / active EE | $0 | $608-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $402 | $1,173-65.7% | $1,953-79.4% | $4,347-90.7% |
| Admin fee / account holder | $95 | $2,359-96.0% | $2,829-96.6% | $1,944-95.1% |