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 | $127,656 | $103,376+23.5% | $87,100+46.6% | $152,861-16.5% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.9%-16.9pp | 82.4%-22.4pp |
| Annual return | 6.91% | 28.10%-21.2pp | 28.19%-21.3pp | 345.32%-338.4pp |
| Employer contribution / active EE | $2,184 | $3,220-32.2% | $2,521-13.4% | $4,762-54.1% |
| Participant deferral / active EE | $5,166 | $4,778+8.1% | $4,049+27.6% | $5,850-11.7% |
| Admin fee / account holder | $30 | $12,205-99.8% | $7,497-99.6% | $11,596-99.7% |