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 | $47,406 | $180,449-73.7% | $154,107-69.2% | $135,375-65.0% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -9.02% | 888.09%-897.1pp | 735.12%-744.1pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,059 | $6,035-65.9% | $5,298-61.1% | $4,779-56.9% |
| Participant deferral / active EE | $6,963 | $5,806+19.9% | $5,081+37.0% | $5,609+24.1% |
| Admin fee / account holder | $214 | $16,143-98.7% | $13,411-98.4% | $10,827-98.0% |