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 | $81,746 | $133,958-39.0% | $112,228-27.2% | $134,475-39.2% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.1%-20.5pp | 81.2%-26.7pp |
| Annual return | -23.33% | 47.11%-70.4pp | 27.45%-50.8pp | 417.96%-441.3pp |
| Employer contribution / active EE | $1,307 | $4,038-67.6% | $3,635-64.0% | $4,740-72.4% |
| Participant deferral / active EE | $6,565 | $5,291+24.1% | $4,728+38.8% | $6,400+2.6% |
| Admin fee / account holder | $248 | $7,489-96.7% | $6,410-96.1% | $11,426-97.8% |