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 | $43,403 | $138,065-68.6% | $123,544-64.9% | $135,375-67.9% |
| Participation rate | 69.2% | 84.7%-15.5pp | 82.3%-13.1pp | 82.6%-13.4pp |
| Annual return | -10.83% | 153.68%-164.5pp | 119.20%-130.0pp | 519.73%-530.6pp |
| Employer contribution / active EE | $1,641 | $5,151-68.1% | $4,628-64.5% | $4,779-65.7% |
| Participant deferral / active EE | $3,935 | $6,799-42.1% | $6,426-38.8% | $5,609-29.8% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |