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 | $149,813 | $167,484-10.6% | $151,611-1.2% | $134,475+11.4% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -22.72% | 7.80%-30.5pp | 3.33%-26.0pp | 417.96%-440.7pp |
| Employer contribution / active EE | $15,237 | $6,829+123.1% | $6,166+147.1% | $4,740+221.5% |
| Participant deferral / active EE | $8,072 | $8,986-10.2% | $8,363-3.5% | $6,400+26.1% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |