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 | $175,082 | $99,652+75.7% | $78,778+122.2% | $147,584+18.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | -6.88% | 47.28%-54.2pp | 35.62%-42.5pp | 578.55%-585.4pp |
| Employer contribution / active EE | $800 | $2,796-71.4% | $1,986-59.7% | $4,876-83.6% |
| Participant deferral / active EE | $800 | $3,664-78.2% | $2,958-73.0% | $5,439-85.3% |
| Admin fee / account holder | $2 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |