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 | $139,635 | $105,998+31.7% | $92,233+51.4% | $147,584-5.4% |
| Participation rate | 17.4% | 80.4%-63.0pp | 76.5%-59.1pp | 82.8%-65.4pp |
| Annual return | 7.16% | 50.05%-42.9pp | 176.28%-169.1pp | 578.55%-571.4pp |
| Employer contribution / active EE | $1,042 | $4,333-75.9% | $3,679-71.7% | $4,876-78.6% |
| Participant deferral / active EE | $1,435 | $4,478-67.9% | $3,897-63.2% | $5,439-73.6% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |