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 8-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 | $169,108 | $111,535+51.6% | $105,223+60.7% | $137,256+23.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 3.23% | 237.85%-234.6pp | 180.65%-177.4pp | 220.34%-217.1pp |
| Employer contribution / active EE | $2,494 | $3,939-36.7% | $3,689-32.4% | $4,156-40.0% |
| Participant deferral / active EE | $14,829 | $5,500+169.6% | $5,072+192.4% | $6,407+131.5% |
| Admin fee / account holder | $148 | $9,721-98.5% | $8,859-98.3% | $12,270-98.8% |