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 | $79,749 | $88,710-10.1% | $81,783-2.5% | $145,959-45.4% |
| Participation rate | 28.6% | 75.0%-46.5pp | 72.4%-43.8pp | 80.3%-51.7pp |
| Annual return | 6.57% | 1027.26%-1020.7pp | 775.05%-768.5pp | 561.95%-555.4pp |
| Employer contribution / active EE | $422 | $3,083-86.3% | $2,913-85.5% | $4,661-90.9% |
| Participant deferral / active EE | $1,334 | $4,645-71.3% | $4,320-69.1% | $6,689-80.1% |
| Admin fee / account holder | $1 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |