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 | $35,211 | $180,449-80.5% | $154,107-77.2% | $135,375-74.0% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -14.58% | 888.09%-902.7pp | 735.12%-749.7pp | 519.73%-534.3pp |
| Employer contribution / active EE | $5,470 | $6,035-9.4% | $5,298+3.3% | $4,779+14.5% |
| Participant deferral / active EE | $7,958 | $5,806+37.1% | $5,081+56.6% | $5,609+41.9% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |