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 | $113,856 | $105,998+7.4% | $92,233+23.4% | $147,584-22.9% |
| Participation rate | 53.8% | 80.4%-26.6pp | 76.5%-22.6pp | 82.8%-29.0pp |
| Annual return | 8.97% | 50.05%-41.1pp | 176.28%-167.3pp | 578.55%-569.6pp |
| Employer contribution / active EE | $901 | $4,333-79.2% | $3,679-75.5% | $4,876-81.5% |
| Participant deferral / active EE | $4,464 | $4,478-0.3% | $3,897+14.5% | $5,439-17.9% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |