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 10-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 | $101,961 | $93,024+9.6% | $77,024+32.4% | $134,475-24.2% |
| Participation rate | 58.8% | 74.5%-15.7pp | 67.9%-9.1pp | 81.2%-22.4pp |
| Annual return | -21.62% | 62.60%-84.2pp | 42.32%-63.9pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,635 | $3,418-52.2% | $2,812-41.9% | $4,740-65.5% |
| Participant deferral / active EE | $4,394 | $5,238-16.1% | $4,426-0.7% | $6,400-31.3% |
| Admin fee / account holder | $250 | $6,944-96.4% | $5,425-95.4% | $11,426-97.8% |