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 | $94,762 | $138,065-31.4% | $123,544-23.3% | $135,375-30.0% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -10.84% | 153.68%-164.5pp | 119.20%-130.0pp | 519.73%-530.6pp |
| Employer contribution / active EE | $14,959 | $5,151+190.4% | $4,628+223.2% | $4,779+213.0% |
| Participant deferral / active EE | $11,259 | $6,799+65.6% | $6,426+75.2% | $5,609+100.7% |
| Admin fee / account holder | $125 | $10,916-98.9% | $9,284-98.6% | $10,827-98.8% |