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 | $14,431 | $95,862-84.9% | $79,550-81.9% | $134,475-89.3% |
| Participation rate | 44.4% | 75.0%-30.6pp | 69.5%-25.0pp | 81.2%-36.8pp |
| Annual return | -26.13% | -2.69%-23.4pp | 0.16%-26.3pp | 417.96%-444.1pp |
| Employer contribution / active EE | $1,643 | $3,128-47.5% | $2,413-31.9% | $4,740-65.3% |
| Participant deferral / active EE | $4,190 | $4,693-10.7% | $3,985+5.1% | $6,400-34.5% |
| Admin fee / account holder | $143 | $9,126-98.4% | $6,832-97.9% | $11,426-98.7% |