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 | $0 | $197,825-100.0% | $155,790-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 82.1%-82.1pp | 76.1%-76.1pp | 83.2%-83.2pp |
| Annual return | -11.97% | 86.74%-98.7pp | 71.54%-83.5pp | 282.22%-294.2pp |
| Employer contribution / active EE | $855 | $4,847-82.4% | $3,836-77.7% | $4,866-82.4% |
| Participant deferral / active EE | $1,644 | $5,630-70.8% | $4,797-65.7% | $5,352-69.3% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |