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 | $75,997 | $135,635-44.0% | $110,238-31.1% | $135,375-43.9% |
| Participation rate | 53.3% | 83.5%-30.1pp | 79.8%-26.5pp | 82.6%-29.3pp |
| Annual return | -10.15% | 513.19%-523.3pp | 314.74%-324.9pp | 519.73%-529.9pp |
| Employer contribution / active EE | $2,298 | $4,906-53.2% | $3,826-39.9% | $4,779-51.9% |
| Participant deferral / active EE | $5,639 | $5,506+2.4% | $4,672+20.7% | $5,609+0.5% |
| Admin fee / account holder | $42 | $11,457-99.6% | $8,547-99.5% | $10,827-99.6% |