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 | $85,296 | $133,958-36.3% | $112,228-24.0% | $134,475-36.6% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -20.61% | 47.11%-67.7pp | 27.45%-48.1pp | 417.96%-438.6pp |
| Employer contribution / active EE | $12,081 | $4,038+199.2% | $3,635+232.4% | $4,740+154.9% |
| Participant deferral / active EE | $11,019 | $5,291+108.3% | $4,728+133.1% | $6,400+72.2% |
| Admin fee / account holder | $121 | $7,489-98.4% | $6,410-98.1% | $11,426-98.9% |