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 | $120,291 | $61,774+94.7% | $97,226+23.7% | $80,856+48.8% |
| Participation rate | 38.5% | 63.5%-25.0pp | 72.7%-34.2pp | 67.6%-29.2pp |
| Annual return | 10.36% | -557.90%+568.3pp | 75.13%-64.8pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,614 | $1,837-12.1% | $2,729-40.9% | $2,755-41.4% |
| Participant deferral / active EE | $3,762 | $3,029+24.2% | $4,264-11.8% | $4,296-12.4% |
| Admin fee / account holder | $0 | $5,166-100.0% | $5,654-100.0% | $6,918-100.0% |