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 | $120,668 | $118,849+1.5% | $96,562+25.0% | $167,490-28.0% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | -8.45% | 50.49%-58.9pp | 37.78%-46.2pp | 478.56%-487.0pp |
| Employer contribution / active EE | $922 | $3,120-70.5% | $2,356-60.9% | $4,837-81.0% |
| Participant deferral / active EE | $4,928 | $4,616+6.8% | $3,849+28.0% | $6,341-22.3% |
| Admin fee / account holder | $30 | $8,065-99.6% | $6,181-99.5% | $12,309-99.8% |