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 5-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 | $21,913 | $106,543-79.4% | $91,220-76.0% | $134,475-83.7% |
| Participation rate | 62.5% | 76.8%-14.3pp | 73.2%-10.7pp | 81.2%-18.7pp |
| Annual return | -22.85% | 160.60%-183.4pp | 114.01%-136.9pp | 417.96%-440.8pp |
| Employer contribution / active EE | $2,702 | $3,331-18.9% | $2,850-5.2% | $4,740-43.0% |
| Participant deferral / active EE | $5,709 | $4,719+21.0% | $4,234+34.9% | $6,400-10.8% |
| Admin fee / account holder | $93 | $6,231-98.5% | $5,420-98.3% | $11,426-99.2% |