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 | $227,634 | $96,305+136.4% | $80,569+182.5% | $139,434+63.3% |
| Participation rate | 57.1% | 73.6%-16.5pp | 67.0%-9.9pp | 80.3%-23.2pp |
| Annual return | -4.10% | 1350.08%-1354.2pp | 935.43%-939.5pp | 372.94%-377.0pp |
| Employer contribution / active EE | $2,854 | $3,262-12.5% | $2,723+4.8% | $4,751-39.9% |
| Participant deferral / active EE | $3,110 | $5,232-40.6% | $4,447-30.1% | $6,710-53.7% |
| Admin fee / account holder | $208 | $6,599-96.9% | $5,377-96.1% | $11,403-98.2% |