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 | $29,275 | $97,757-70.1% | $83,848-65.1% | $135,375-78.4% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -14.97% | 1287.37%-1302.3pp | 850.88%-865.8pp | 519.73%-534.7pp |
| Employer contribution / active EE | $3,192 | $4,222-24.4% | $3,631-12.1% | $4,779-33.2% |
| Participant deferral / active EE | $4,256 | $4,682-9.1% | $4,082+4.3% | $5,609-24.1% |
| Admin fee / account holder | $279 | $6,674-95.8% | $5,478-94.9% | $10,827-97.4% |