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 | $50,043 | $45,566+9.8% | $64,105-21.9% | $59,632-16.1% |
| Participation rate | 56.7% | 60.2%-3.5pp | 68.2%-11.5pp | 68.7%-12.0pp |
| Annual return | -3.38% | 4.95%-8.3pp | 791.24%-794.6pp | 2041.28%-2044.7pp |
| Employer contribution / active EE | $2,065 | $934+121.1% | $1,820+13.5% | $2,203-6.3% |
| Participant deferral / active EE | $2,680 | $2,057+30.3% | $2,822-5.0% | $3,192-16.0% |
| Admin fee / account holder | -$24 | $3,268-100.7% | $4,499-100.5% | $4,297-100.6% |