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 | $32,959 | $167,484-80.3% | $151,611-78.3% | $134,475-75.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -23.46% | 7.80%-31.3pp | 3.33%-26.8pp | 417.96%-441.4pp |
| Employer contribution / active EE | $1,867 | $6,829-72.7% | $6,166-69.7% | $4,740-60.6% |
| Participant deferral / active EE | $13,667 | $8,986+52.1% | $8,363+63.4% | $6,400+113.6% |
| Admin fee / account holder | $209 | $13,783-98.5% | $11,616-98.2% | $11,426-98.2% |