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 | $65,924 | $82,286-19.9% | $68,791-4.2% | $134,475-51.0% |
| Participation rate | 60.0% | 75.1%-15.1pp | 69.0%-9.0pp | 81.2%-21.2pp |
| Annual return | -21.80% | -2.19%-19.6pp | -6.38%-15.4pp | 417.96%-439.8pp |
| Employer contribution / active EE | $7,604 | $3,301+130.4% | $2,655+186.4% | $4,740+60.4% |
| Participant deferral / active EE | $8,654 | $4,739+82.6% | $3,941+119.6% | $6,400+35.2% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |