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 | $66,983 | $168,632-60.3% | $147,614-54.6% | $125,391-46.6% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -5.07% | 77.65%-82.7pp | 61.98%-67.0pp | 282.22%-287.3pp |
| Employer contribution / active EE | $10,336 | $6,252+65.3% | $5,564+85.7% | $4,866+112.4% |
| Participant deferral / active EE | $17,750 | $5,507+222.3% | $4,895+262.6% | $5,352+231.7% |
| Admin fee / account holder | $162 | $13,580-98.8% | $11,611-98.6% | $9,540-98.3% |