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 6-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 | $142,456 | $173,345-17.8% | $136,007+4.7% | $145,922-2.4% |
| Participation rate | 50.0% | 80.5%-30.5pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | -6.25% | 1163.32%-1169.6pp | 579.32%-585.6pp | 561.29%-567.5pp |
| Employer contribution / active EE | $0 | $5,278-100.0% | $4,217-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $8,699-100.0% | $7,025-100.0% | $6,688-100.0% |
| Admin fee / account holder | $0 | $9,954-100.0% | $6,858-100.0% | $13,397-100.0% |