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 | $148,382 | $100,852+47.1% | $90,404+64.1% | $158,922-6.6% |
| Participation rate | 61.5% | 75.0%-13.5pp | 72.7%-11.1pp | 82.0%-20.4pp |
| Annual return | 4.83% | 1724.20%-1719.4pp | 1293.02%-1288.2pp | 302.83%-298.0pp |
| Employer contribution / active EE | $1,287 | $3,689-65.1% | $3,262-60.5% | $4,761-73.0% |
| Participant deferral / active EE | $6,350 | $4,348+46.1% | $3,963+60.2% | $5,982+6.2% |
| Admin fee / account holder | $191 | $6,501-97.1% | $5,611-96.6% | $11,246-98.3% |