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 | $74,924 | $100,773-25.7% | $88,946-15.8% | $142,382-47.4% |
| Participation rate | 42.9% | 74.3%-31.4pp | 68.8%-26.0pp | 80.1%-37.3pp |
| Annual return | -41.32% | 70.18%-111.5pp | 57.82%-99.1pp | 217.08%-258.4pp |
| Employer contribution / active EE | $2,248 | $2,918-22.9% | $2,555-12.0% | $4,299-47.7% |
| Participant deferral / active EE | $2,248 | $5,230-57.0% | $4,581-50.9% | $6,507-65.5% |
| Admin fee / account holder | $15 | $9,693-99.8% | $8,261-99.8% | $12,624-99.9% |