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 4-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 | $129,397 | $109,982+17.7% | $97,226+33.1% | $145,922-11.3% |
| Participation rate | 45.5% | 75.9%-30.5pp | 72.7%-27.2pp | 80.3%-34.8pp |
| Annual return | -22.51% | 242.90%-265.4pp | 75.13%-97.6pp | 561.29%-583.8pp |
| Employer contribution / active EE | $810 | $3,084-73.7% | $2,729-70.3% | $4,660-82.6% |
| Participant deferral / active EE | $1,582 | $4,676-66.2% | $4,264-62.9% | $6,688-76.3% |
| Admin fee / account holder | $23 | $6,221-99.6% | $5,654-99.6% | $13,397-99.8% |