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 | $25,649 | $167,484-84.7% | $151,611-83.1% | $134,475-80.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -38.70% | 7.80%-46.5pp | 3.33%-42.0pp | 417.96%-456.7pp |
| Employer contribution / active EE | $5,426 | $6,829-20.5% | $6,166-12.0% | $4,740+14.5% |
| Participant deferral / active EE | $15,256 | $8,986+69.8% | $8,363+82.4% | $6,400+138.4% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |