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 | $71,180 | $72,400-1.7% | $67,502+5.4% | $145,922-51.2% |
| Participation rate | 33.3% | 76.9%-43.5pp | 72.9%-39.5pp | 80.3%-46.9pp |
| Annual return | 8.97% | 7182.46%-7173.5pp | 3512.12%-3503.2pp | 561.29%-552.3pp |
| Employer contribution / active EE | $712 | $3,069-76.8% | $2,731-73.9% | $4,660-84.7% |
| Participant deferral / active EE | $2,138 | $4,783-55.3% | $4,000-46.5% | $6,688-68.0% |
| Admin fee / account holder | $211 | $5,539-96.2% | $3,998-94.7% | $13,397-98.4% |