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 8-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 | $92,027 | $148,534-38.0% | $135,903-32.3% | $139,434-34.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 6.54% | 79.19%-72.7pp | 68.23%-61.7pp | 372.94%-366.4pp |
| Employer contribution / active EE | $15,839 | $5,243+202.1% | $4,856+226.2% | $4,751+233.4% |
| Participant deferral / active EE | $17,614 | $8,100+117.5% | $7,758+127.1% | $6,710+162.5% |
| Admin fee / account holder | $128 | $12,400-99.0% | $10,762-98.8% | $11,403-98.9% |