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 | $37,257 | $97,757-61.9% | $83,848-55.6% | $135,375-72.5% |
| Participation rate | 69.2% | 80.0%-10.7pp | 76.1%-6.9pp | 82.6%-13.4pp |
| Annual return | -16.37% | 1287.37%-1303.7pp | 850.88%-867.2pp | 519.73%-536.1pp |
| Employer contribution / active EE | $2,290 | $4,222-45.8% | $3,631-36.9% | $4,779-52.1% |
| Participant deferral / active EE | $7,573 | $4,682+61.7% | $4,082+85.5% | $5,609+35.0% |
| Admin fee / account holder | $75 | $6,674-98.9% | $5,478-98.6% | $10,827-99.3% |