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 6-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 | $156,348 | $180,749-13.5% | $160,784-2.8% | $137,256+13.9% |
| Participation rate | 33.3% | 80.0%-46.6pp | 77.0%-43.6pp | 80.0%-46.6pp |
| Annual return | -24.86% | 2234.46%-2259.3pp | 1803.92%-1828.8pp | 220.34%-245.2pp |
| Employer contribution / active EE | $7,000 | $4,155+68.5% | $3,733+87.5% | $4,156+68.4% |
| Participant deferral / active EE | $4,000 | $6,844-41.6% | $6,293-36.4% | $6,407-37.6% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |