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 | $42,005 | $99,640-57.8% | $86,436-51.4% | $134,475-68.8% |
| Participation rate | 63.6% | 82.0%-18.4pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -21.06% | 6782.58%-6803.6pp | 4394.89%-4416.0pp | 417.96%-439.0pp |
| Employer contribution / active EE | $2,730 | $4,400-38.0% | $3,769-27.6% | $4,740-42.4% |
| Participant deferral / active EE | $6,963 | $7,246-3.9% | $6,952+0.2% | $6,400+8.8% |
| Admin fee / account holder | $224 | $8,371-97.3% | $6,731-96.7% | $11,426-98.0% |