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 | $243,290 | $209,336+16.2% | $197,124+23.4% | $137,256+77.3% |
| Participation rate | 46.2% | 87.3%-41.2pp | 86.7%-40.6pp | 80.0%-33.8pp |
| Annual return | 11.43% | 48.09%-36.7pp | 44.34%-32.9pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,261 | $6,591-65.7% | $6,227-63.7% | $4,156-45.6% |
| Participant deferral / active EE | $4,469 | $9,614-53.5% | $9,135-51.1% | $6,407-30.3% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |