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 | $124,014 | $165,335-25.0% | $149,696-17.2% | $158,922-22.0% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | -1.95% | 348.15%-350.1pp | 276.60%-278.6pp | 302.83%-304.8pp |
| Employer contribution / active EE | $1,833 | $5,103-64.1% | $4,644-60.5% | $4,761-61.5% |
| Participant deferral / active EE | $6,475 | $7,181-9.8% | $6,842-5.4% | $5,982+8.2% |
| Admin fee / account holder | $146 | $10,807-98.7% | $9,309-98.4% | $11,246-98.7% |