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 | $81,622 | $159,934-49.0% | $147,005-44.5% | $145,959-44.1% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.6pp |
| Annual return | 8.61% | 98.24%-89.6pp | 418.76%-410.2pp | 561.95%-553.3pp |
| Employer contribution / active EE | $1,978 | $5,287-62.6% | $4,934-59.9% | $4,661-57.6% |
| Participant deferral / active EE | $6,742 | $8,427-20.0% | $8,070-16.5% | $6,689+0.8% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |