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 5-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 | $241,816 | $183,519+31.8% | $155,509+55.5% | $145,922+65.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | -0.48% | 61.17%-61.6pp | 64.67%-65.1pp | 561.29%-561.8pp |
| Employer contribution / active EE | $3,346 | $5,313-37.0% | $4,672-28.4% | $4,660-28.2% |
| Participant deferral / active EE | $7,051 | $6,462+9.1% | $5,626+25.3% | $6,688+5.4% |
| Admin fee / account holder | $249 | $19,313-98.7% | $15,912-98.4% | $13,397-98.1% |