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 | $28,745 | $138,065-79.2% | $123,544-76.7% | $135,375-78.8% |
| Participation rate | 55.6% | 84.7%-29.2pp | 82.3%-26.7pp | 82.6%-27.1pp |
| Annual return | -15.20% | 153.68%-168.9pp | 119.20%-134.4pp | 519.73%-534.9pp |
| Employer contribution / active EE | $1,470 | $5,151-71.5% | $4,628-68.2% | $4,779-69.2% |
| Participant deferral / active EE | $2,725 | $6,799-59.9% | $6,426-57.6% | $5,609-51.4% |
| Admin fee / account holder | $140 | $10,916-98.7% | $9,284-98.5% | $10,827-98.7% |