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 | $226,924 | $156,846+44.7% | $121,098+87.4% | $139,434+62.7% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.5%-2.8pp | 80.3%-13.7pp |
| Annual return | -10.40% | 1474.56%-1485.0pp | 985.75%-996.2pp | 372.94%-383.3pp |
| Employer contribution / active EE | $3,333 | $5,536-39.8% | $4,164-19.9% | $4,751-29.8% |
| Participant deferral / active EE | $3,333 | $4,844-31.2% | $4,080-18.3% | $6,710-50.3% |
| Admin fee / account holder | $255 | $6,946-96.3% | $5,644-95.5% | $11,403-97.8% |