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 | $35,107 | $124,185-71.7% | $108,410-67.6% | $167,490-79.0% |
| Participation rate | 68.4% | 82.3%-13.9pp | 80.1%-11.7pp | 82.1%-13.7pp |
| Annual return | 3.47% | 1379.64%-1376.2pp | 905.27%-901.8pp | 478.56%-475.1pp |
| Employer contribution / active EE | $781 | $4,187-81.3% | $3,558-78.0% | $4,837-83.9% |
| Participant deferral / active EE | $2,813 | $6,908-59.3% | $6,563-57.1% | $6,341-55.6% |
| Admin fee / account holder | $211 | $9,455-97.8% | $7,295-97.1% | $12,309-98.3% |