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 | $142,527 | $91,190+56.3% | $178,490-20.1% | $79,858+78.5% |
| Participation rate | 68.9% | 69.2%-0.3pp | 81.9%-13.0pp | 69.6%-0.7pp |
| Annual return | 3.68% | 24.19%-20.5pp | 151.07%-147.4pp | 31.71%-28.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,759 | $3,236+47.0% | $5,202-8.5% | $3,740+27.2% |
| Admin fee / account holder | $159 | $6,751-97.7% | $13,984-98.9% | $5,306-97.0% |