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 | $206,632 | $68,097+203.4% | $62,929+228.4% | $137,256+50.5% |
| Participation rate | 25.0% | 77.4%-52.4pp | 73.1%-48.1pp | 80.0%-55.0pp |
| Annual return | 8.87% | 1859.11%-1850.2pp | 1063.93%-1055.1pp | 220.34%-211.5pp |
| Employer contribution / active EE | $2,910 | $2,811+3.5% | $2,505+16.2% | $4,156-30.0% |
| Participant deferral / active EE | $5,093 | $4,553+11.9% | $3,888+31.0% | $6,407-20.5% |
| Admin fee / account holder | $30 | $6,521-99.5% | $5,065-99.4% | $12,270-99.8% |