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 | $178,039 | $89,753+98.4% | $107,525+65.6% | $84,808+109.9% |
| Participation rate | 24.1% | 68.1%-43.9pp | 75.1%-50.9pp | 68.3%-44.2pp |
| Annual return | 12.72% | 29.48%-16.8pp | 181.32%-168.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,195 | $3,113-61.6% | $3,754-68.2% | $2,631-54.6% |
| Participant deferral / active EE | $3,806 | $4,056-6.2% | $5,116-25.6% | $4,212-9.6% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |