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 | $34,138 | $167,484-79.6% | $151,611-77.5% | $134,475-74.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -21.26% | 7.80%-29.1pp | 3.33%-24.6pp | 417.96%-439.2pp |
| Employer contribution / active EE | $2,351 | $6,829-65.6% | $6,166-61.9% | $4,740-50.4% |
| Participant deferral / active EE | $3,713 | $8,986-58.7% | $8,363-55.6% | $6,400-42.0% |
| Admin fee / account holder | $100 | $13,783-99.3% | $11,616-99.1% | $11,426-99.1% |