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 8-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 | $152,682 | $114,381+33.5% | $107,525+42.0% | $142,382+7.2% |
| Participation rate | 52.9% | 78.1%-25.2pp | 75.1%-22.1pp | 80.1%-27.2pp |
| Annual return | 11.10% | 242.71%-231.6pp | 181.32%-170.2pp | 217.08%-206.0pp |
| Employer contribution / active EE | $2,685 | $4,015-33.1% | $3,754-28.5% | $4,299-37.5% |
| Participant deferral / active EE | $5,558 | $5,564-0.1% | $5,116+8.6% | $6,507-14.6% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |