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 | $174,606 | $96,635+80.7% | $86,612+101.6% | $139,434+25.2% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | -9.59% | 106.41%-116.0pp | 591.07%-600.7pp | 372.94%-382.5pp |
| Employer contribution / active EE | $6,000 | $3,263+83.9% | $3,022+98.5% | $4,751+26.3% |
| Participant deferral / active EE | $4,226 | $4,836-12.6% | $4,438-4.8% | $6,710-37.0% |
| Admin fee / account holder | $5 | $6,408-99.9% | $5,614-99.9% | $11,403-100.0% |