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 | $114,007 | $109,817+3.8% | $98,442+15.8% | $167,490-31.9% |
| Participation rate | 68.2% | 75.8%-7.6pp | 73.3%-5.2pp | 82.1%-13.9pp |
| Annual return | 6.92% | 1956.69%-1949.8pp | 1492.73%-1485.8pp | 478.56%-471.6pp |
| Employer contribution / active EE | $1,028 | $3,224-68.1% | $2,960-65.3% | $4,837-78.7% |
| Participant deferral / active EE | $3,566 | $4,673-23.7% | $4,276-16.6% | $6,341-43.8% |
| Admin fee / account holder | $269 | $6,753-96.0% | $5,949-95.5% | $12,309-97.8% |