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 4-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 | $43,467 | $133,958-67.6% | $112,228-61.3% | $134,475-67.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -24.67% | 47.11%-71.8pp | 27.45%-52.1pp | 417.96%-442.6pp |
| Employer contribution / active EE | $2,080 | $4,038-48.5% | $3,635-42.8% | $4,740-56.1% |
| Participant deferral / active EE | $10,250 | $5,291+93.7% | $4,728+116.8% | $6,400+60.2% |
| Admin fee / account holder | $157 | $7,489-97.9% | $6,410-97.6% | $11,426-98.6% |