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 9-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 | $213,757 | $100,773+112.1% | $88,946+140.3% | $142,382+50.1% |
| Participation rate | 42.9% | 74.3%-31.4pp | 68.8%-26.0pp | 80.1%-37.3pp |
| Annual return | 7.42% | 70.18%-62.8pp | 57.82%-50.4pp | 217.08%-209.7pp |
| Employer contribution / active EE | $1,659 | $2,918-43.1% | $2,555-35.1% | $4,299-61.4% |
| Participant deferral / active EE | $11,322 | $5,230+116.5% | $4,581+147.1% | $6,507+74.0% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |