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 | $71,095 | $113,935-37.6% | $94,224-24.5% | $125,391-43.3% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | -7.53% | 5.29%-12.8pp | 10.68%-18.2pp | 282.22%-289.8pp |
| Employer contribution / active EE | $3,226 | $4,727-31.8% | $3,587-10.1% | $4,866-33.7% |
| Participant deferral / active EE | $10,074 | $5,179+94.5% | $4,320+133.2% | $5,352+88.2% |
| Admin fee / account holder | $15 | $8,391-99.8% | $6,269-99.8% | $9,540-99.8% |