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 | $205,523 | $148,534+38.4% | $135,903+51.2% | $139,434+47.4% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 6.15% | 79.19%-73.0pp | 68.23%-62.1pp | 372.94%-366.8pp |
| Employer contribution / active EE | $2,814 | $5,243-46.3% | $4,856-42.1% | $4,751-40.8% |
| Participant deferral / active EE | $4,535 | $8,100-44.0% | $7,758-41.5% | $6,710-32.4% |
| Admin fee / account holder | $40 | $12,400-99.7% | $10,762-99.6% | $11,403-99.6% |