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 6-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 | $34,433 | $105,860-67.5% | $90,749-62.1% | $134,475-74.4% |
| Participation rate | 60.0% | 78.2%-18.2pp | 75.7%-15.7pp | 81.2%-21.2pp |
| Annual return | -21.42% | -11.01%-10.4pp | -12.16%-9.3pp | 417.96%-439.4pp |
| Employer contribution / active EE | $3,101 | $3,462-10.4% | $2,921+6.2% | $4,740-34.6% |
| Participant deferral / active EE | $5,689 | $5,216+9.1% | $4,564+24.6% | $6,400-11.1% |
| Admin fee / account holder | $127 | $13,938-99.1% | $8,445-98.5% | $11,426-98.9% |