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 | $24,672 | $133,958-81.6% | $112,228-78.0% | $134,475-81.7% |
| Participation rate | 42.9% | 78.6%-35.7pp | 75.1%-32.2pp | 81.2%-38.4pp |
| Annual return | -33.77% | 47.11%-80.9pp | 27.45%-61.2pp | 417.96%-451.7pp |
| Employer contribution / active EE | $2,664 | $4,038-34.0% | $3,635-26.7% | $4,740-43.8% |
| Participant deferral / active EE | $5,804 | $5,291+9.7% | $4,728+22.8% | $6,400-9.3% |
| Admin fee / account holder | $65 | $7,489-99.1% | $6,410-99.0% | $11,426-99.4% |