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 | $194,673 | $100,852+93.0% | $90,404+115.3% | $158,922+22.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 5.39% | 1724.20%-1718.8pp | 1293.02%-1287.6pp | 302.83%-297.4pp |
| Employer contribution / active EE | $261 | $3,689-92.9% | $3,262-92.0% | $4,761-94.5% |
| Participant deferral / active EE | $1,843 | $4,348-57.6% | $3,963-53.5% | $5,982-69.2% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |