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 | $140,610 | $99,020+42.0% | $86,590+62.4% | $147,584-4.7% |
| Participation rate | 13.0% | 76.3%-63.3pp | 73.5%-60.5pp | 82.8%-69.8pp |
| Annual return | 0.75% | 1312.34%-1311.6pp | 964.84%-964.1pp | 578.55%-577.8pp |
| Employer contribution / active EE | $208 | $3,132-93.4% | $2,839-92.7% | $4,876-95.7% |
| Participant deferral / active EE | $469 | $3,972-88.2% | $3,609-87.0% | $5,439-91.4% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |