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 | $88,672+100.8% | $105,223+69.2% | $82,448+115.9% |
| Participation rate | 24.1% | 67.9%-43.8pp | 75.0%-50.9pp | 68.1%-43.9pp |
| Annual return | 12.72% | 30.86%-18.1pp | 180.65%-167.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,195 | $3,048-60.8% | $3,689-67.6% | $2,551-53.1% |
| Participant deferral / active EE | $3,806 | $4,036-5.7% | $5,072-25.0% | $4,139-8.1% |
| Admin fee / account holder | $0 | $7,146-100.0% | $8,859-100.0% | $7,234-100.0% |