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 | $190,882 | $127,777+49.4% | $106,548+79.2% | $167,490+14.0% |
| Participation rate | 58.3% | 78.3%-19.9pp | 76.1%-17.8pp | 82.1%-23.8pp |
| Annual return | -0.67% | 33.87%-34.5pp | 26.80%-27.5pp | 478.56%-479.2pp |
| Employer contribution / active EE | $1,244 | $3,427-63.7% | $2,819-55.9% | $4,837-74.3% |
| Participant deferral / active EE | $5,130 | $5,087+0.8% | $4,398+16.6% | $6,341-19.1% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |