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 | $82,421 | $103,376-20.3% | $87,100-5.4% | $152,861-46.1% |
| Participation rate | 63.6% | 79.3%-15.7pp | 76.9%-13.2pp | 82.4%-18.8pp |
| Annual return | 8.70% | 28.10%-19.4pp | 28.19%-19.5pp | 345.32%-336.6pp |
| Employer contribution / active EE | $1,989 | $3,220-38.2% | $2,521-21.1% | $4,762-58.2% |
| Participant deferral / active EE | $5,253 | $4,778+10.0% | $4,049+29.8% | $5,850-10.2% |
| Admin fee / account holder | $9 | $12,205-99.9% | $7,497-99.9% | $11,596-99.9% |