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 | $91,123 | $148,534-38.7% | $135,903-33.0% | $139,434-34.6% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 5.48% | 79.19%-73.7pp | 68.23%-62.7pp | 372.94%-367.5pp |
| Employer contribution / active EE | $4,067 | $5,243-22.4% | $4,856-16.3% | $4,751-14.4% |
| Participant deferral / active EE | $6,500 | $8,100-19.8% | $7,758-16.2% | $6,710-3.1% |
| Admin fee / account holder | $50 | $12,400-99.6% | $10,762-99.5% | $11,403-99.6% |