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 | $166,690 | $74,888+122.6% | $71,209+134.1% | $142,382+17.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 7.11% | 345.14%-338.0pp | 282.51%-275.4pp | 217.08%-210.0pp |
| Employer contribution / active EE | $2,310 | $2,854-19.1% | $2,721-15.1% | $4,299-46.3% |
| Participant deferral / active EE | $7,936 | $4,454+78.2% | $4,175+90.1% | $6,507+22.0% |
| Admin fee / account holder | $276 | $5,568-95.0% | $5,349-94.8% | $12,624-97.8% |