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 | $47,035 | $135,635-65.3% | $110,238-57.3% | $135,375-65.3% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.8%-19.8pp | 82.6%-22.6pp |
| Annual return | -13.87% | 513.19%-527.1pp | 314.74%-328.6pp | 519.73%-533.6pp |
| Employer contribution / active EE | $4,545 | $4,906-7.4% | $3,826+18.8% | $4,779-4.9% |
| Participant deferral / active EE | $7,405 | $5,506+34.5% | $4,672+58.5% | $5,609+32.0% |
| Admin fee / account holder | $95 | $11,457-99.2% | $8,547-98.9% | $10,827-99.1% |