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 | $207,079 | $102,604+101.8% | $86,188+140.3% | $139,434+48.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 7.58% | 1922.51%-1914.9pp | 1168.45%-1160.9pp | 372.94%-365.4pp |
| Employer contribution / active EE | $733 | $3,032-75.8% | $2,380-69.2% | $4,751-84.6% |
| Participant deferral / active EE | $4,842 | $4,676+3.6% | $3,985+21.5% | $6,710-27.8% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |