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 | $91,552-100.0% | $133,956-100.0% | $79,858-100.0% |
| Participation rate | 0.0% | 73.3%-73.3pp | 79.8%-79.8pp | 69.6%-69.6pp |
| Annual return | 7.45% | 61.85%-54.4pp | 45.09%-37.6pp | 31.71%-24.3pp |
| Employer contribution / active EE | $1,353 | $2,384-43.2% | $3,919-65.5% | $2,471-45.3% |
| Participant deferral / active EE | $2,408 | $3,733-35.5% | $5,048-52.3% | $3,740-35.6% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,927-100.0% | $5,306-100.0% |