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 6-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 | $54,057 | $168,632-67.9% | $147,614-63.4% | $125,391-56.9% |
| Participation rate | 54.5% | 88.8%-34.2pp | 84.6%-30.1pp | 83.2%-28.6pp |
| Annual return | -6.31% | 77.65%-84.0pp | 61.98%-68.3pp | 282.22%-288.5pp |
| Employer contribution / active EE | $2,000 | $6,252-68.0% | $5,564-64.0% | $4,866-58.9% |
| Participant deferral / active EE | $3,259 | $5,507-40.8% | $4,895-33.4% | $5,352-39.1% |
| Admin fee / account holder | $254 | $13,580-98.1% | $11,611-97.8% | $9,540-97.3% |