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 | $213,612 | $150,440+42.0% | $136,294+56.7% | $147,584+44.7% |
| Participation rate | 37.5% | 84.4%-46.9pp | 81.9%-44.4pp | 82.8%-45.3pp |
| Annual return | 8.53% | 1049.08%-1040.6pp | 5155.94%-5147.4pp | 578.55%-570.0pp |
| Employer contribution / active EE | $1,204 | $5,256-77.1% | $4,695-74.4% | $4,876-75.3% |
| Participant deferral / active EE | $2,979 | $6,630-55.1% | $6,247-52.3% | $5,439-45.2% |
| Admin fee / account holder | $202 | $10,905-98.2% | $9,243-97.8% | $10,885-98.1% |