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 | $0 | $80,673-100.0% | $101,326-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 77.8%-77.8pp | 81.5%-81.5pp | 68.3%-68.3pp |
| Annual return | 12.52% | 38.95%-26.4pp | 36.82%-24.3pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,161 | $2,698-19.9% | $3,665-41.1% | $2,631-17.9% |
| Participant deferral / active EE | $4,963 | $6,840-27.4% | $7,994-37.9% | $4,212+17.8% |
| Admin fee / account holder | $0 | $12,784-100.0% | $11,185-100.0% | $7,344-100.0% |