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 | $18,195 | $82,286-77.9% | $68,791-73.6% | $134,475-86.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -30.65% | -2.19%-28.5pp | -6.38%-24.3pp | 417.96%-448.6pp |
| Employer contribution / active EE | $2,610 | $3,301-20.9% | $2,655-1.7% | $4,740-44.9% |
| Participant deferral / active EE | $4,820 | $4,739+1.7% | $3,941+22.3% | $6,400-24.7% |
| Admin fee / account holder | $14 | $6,481-99.8% | $4,932-99.7% | $11,426-99.9% |