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 | $38,220 | $180,449-78.8% | $154,107-75.2% | $135,375-71.8% |
| Participation rate | 64.3% | 87.4%-23.1pp | 83.0%-18.8pp | 82.6%-18.4pp |
| Annual return | -10.44% | 888.09%-898.5pp | 735.12%-745.6pp | 519.73%-530.2pp |
| Employer contribution / active EE | $3,535 | $6,035-41.4% | $5,298-33.3% | $4,779-26.0% |
| Participant deferral / active EE | $2,964 | $5,806-49.0% | $5,081-41.7% | $5,609-47.2% |
| Admin fee / account holder | $213 | $16,143-98.7% | $13,411-98.4% | $10,827-98.0% |