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 | $44,845 | $180,449-75.1% | $154,107-70.9% | $135,375-66.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -9.03% | 888.09%-897.1pp | 735.12%-744.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $13,602 | $6,035+125.4% | $5,298+156.8% | $4,779+184.6% |
| Participant deferral / active EE | $6,254 | $5,806+7.7% | $5,081+23.1% | $5,609+11.5% |
| Admin fee / account holder | $10 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |