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 | $63,260 | $99,032-36.1% | $80,019-20.9% | $135,375-53.3% |
| Participation rate | 66.7% | 78.4%-11.7pp | 75.8%-9.2pp | 82.6%-16.0pp |
| Annual return | -10.37% | 15.39%-25.8pp | 11.22%-21.6pp | 519.73%-530.1pp |
| Employer contribution / active EE | $6,727 | $3,043+121.0% | $2,468+172.6% | $4,779+40.8% |
| Participant deferral / active EE | $6,212 | $4,282+45.1% | $3,686+68.5% | $5,609+10.8% |
| Admin fee / account holder | $36 | $10,436-99.7% | $6,521-99.5% | $10,827-99.7% |