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 | $25,165 | $142,344-82.3% | $119,609-79.0% | $134,475-81.3% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.3%-22.1pp | 81.2%-24.1pp |
| Annual return | -23.12% | -12.44%-10.7pp | -14.97%-8.2pp | 417.96%-441.1pp |
| Employer contribution / active EE | $1,984 | $5,222-62.0% | $4,232-53.1% | $4,740-58.1% |
| Participant deferral / active EE | $8,558 | $6,469+32.3% | $5,602+52.8% | $6,400+33.7% |
| Admin fee / account holder | $99 | $13,584-99.3% | $10,323-99.0% | $11,426-99.1% |