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 | $163,672 | $210,648-22.3% | $177,989-8.0% | $145,922+12.2% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 6.11% | 385.86%-379.8pp | 294.48%-288.4pp | 561.29%-555.2pp |
| Employer contribution / active EE | $1,648 | $4,565-63.9% | $3,949-58.3% | $4,660-64.6% |
| Participant deferral / active EE | $5,979 | $6,958-14.1% | $6,276-4.7% | $6,688-10.6% |
| Admin fee / account holder | $178 | $12,013-98.5% | $10,363-98.3% | $13,397-98.7% |