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 | $86,667 | $109,817-21.1% | $98,442-12.0% | $167,490-48.3% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 7.55% | 1956.69%-1949.1pp | 1492.73%-1485.2pp | 478.56%-471.0pp |
| Employer contribution / active EE | $4,767 | $3,224+47.9% | $2,960+61.0% | $4,837-1.5% |
| Participant deferral / active EE | $6,678 | $4,673+42.9% | $4,276+56.2% | $6,341+5.3% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |