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 | $8,882 | $106,543-91.7% | $91,220-90.3% | $134,475-93.4% |
| Participation rate | 63.6% | 76.8%-13.2pp | 73.2%-9.6pp | 81.2%-17.6pp |
| Annual return | -74.84% | 160.60%-235.4pp | 114.01%-188.8pp | 417.96%-492.8pp |
| Employer contribution / active EE | $2,380 | $3,331-28.5% | $2,850-16.5% | $4,740-49.8% |
| Participant deferral / active EE | $3,398 | $4,719-28.0% | $4,234-19.7% | $6,400-46.9% |
| Admin fee / account holder | $299 | $6,231-95.2% | $5,420-94.5% | $11,426-97.4% |