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 8-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 | $178,102 | $104,974+69.7% | $95,585+86.3% | $142,382+25.1% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | -36.88% | 210.33%-247.2pp | 38.56%-75.4pp | 217.08%-254.0pp |
| Employer contribution / active EE | $3,466 | $2,779+24.8% | $2,527+37.2% | $4,299-19.4% |
| Participant deferral / active EE | $8,119 | $4,352+86.6% | $4,023+101.8% | $6,507+24.8% |
| Admin fee / account holder | $48 | $6,386-99.2% | $6,127-99.2% | $12,624-99.6% |