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 | $88,629 | $84,695+4.6% | $73,843+20.0% | $125,391-29.3% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | -4.22% | 3123.53%-3127.8pp | 2267.84%-2272.1pp | 282.22%-286.4pp |
| Employer contribution / active EE | $2,816 | $3,123-9.8% | $2,787+1.0% | $4,866-42.1% |
| Participant deferral / active EE | $14,022 | $3,992+251.2% | $3,583+291.3% | $5,352+162.0% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |