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 | $172,155 | $133,958+28.5% | $112,228+53.4% | $134,475+28.0% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -20.78% | 47.11%-67.9pp | 27.45%-48.2pp | 417.96%-438.7pp |
| Employer contribution / active EE | $9,556 | $4,038+136.6% | $3,635+162.9% | $4,740+101.6% |
| Participant deferral / active EE | $7,800 | $5,291+47.4% | $4,728+65.0% | $6,400+21.9% |
| Admin fee / account holder | $24 | $7,489-99.7% | $6,410-99.6% | $11,426-99.8% |