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 | $114,386 | $52,519+117.8% | $155,790-26.6% | $59,632+91.8% |
| Participation rate | 32.0% | 61.7%-29.7pp | 76.1%-44.1pp | 68.7%-36.7pp |
| Annual return | -4.26% | 53.51%-57.8pp | 71.54%-75.8pp | 2041.28%-2045.5pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,765 | $3,084-42.8% | $4,797-63.2% | $3,192-44.7% |
| Admin fee / account holder | $291 | $3,540-91.8% | $7,478-96.1% | $4,297-93.2% |