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 | $29,075 | $105,860-72.5% | $90,749-68.0% | $134,475-78.4% |
| Participation rate | 16.7% | 78.2%-61.6pp | 75.7%-59.0pp | 81.2%-64.6pp |
| Annual return | -157.10% | -11.01%-146.1pp | -12.16%-144.9pp | 417.96%-575.1pp |
| Employer contribution / active EE | $793 | $3,462-77.1% | $2,921-72.9% | $4,740-83.3% |
| Participant deferral / active EE | $4,380 | $5,216-16.0% | $4,564-4.0% | $6,400-31.6% |
| Admin fee / account holder | $126 | $13,938-99.1% | $8,445-98.5% | $11,426-98.9% |