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 | $83,906 | $167,307-49.8% | $143,757-41.6% | $134,475-37.6% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -23.61% | 0.46%-24.1pp | -0.04%-23.6pp | 417.96%-441.6pp |
| Employer contribution / active EE | $1,492 | $5,619-73.4% | $4,951-69.9% | $4,740-68.5% |
| Participant deferral / active EE | $5,100 | $6,446-20.9% | $5,637-9.5% | $6,400-20.3% |
| Admin fee / account holder | $25 | $18,088-99.9% | $14,673-99.8% | $11,426-99.8% |