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 | $78,242 | $118,849-34.2% | $96,562-19.0% | $167,490-53.3% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.8%-9.8pp | 82.1%-22.1pp |
| Annual return | 8.16% | 50.49%-42.3pp | 37.78%-29.6pp | 478.56%-470.4pp |
| Employer contribution / active EE | $2,521 | $3,120-19.2% | $2,356+7.0% | $4,837-47.9% |
| Participant deferral / active EE | $7,358 | $4,616+59.4% | $3,849+91.2% | $6,341+16.0% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |