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 8-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 | $56,116 | $45,863+22.4% | $77,024-27.1% | $68,494-18.1% |
| Participation rate | 45.2% | 55.9%-10.8pp | 67.9%-22.7pp | 67.9%-22.7pp |
| Annual return | -21.47% | 1.72%-23.2pp | 42.32%-63.8pp | -7.84%-13.6pp |
| Employer contribution / active EE | $2,564 | $1,650+55.5% | $2,812-8.8% | $2,596-1.2% |
| Participant deferral / active EE | $5,421 | $2,962+83.0% | $4,426+22.5% | $4,027+34.6% |
| Admin fee / account holder | $10 | $3,041-99.7% | $5,425-99.8% | $5,403-99.8% |