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 6-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 | $28,980 | $100,754-71.2% | $86,677-66.6% | $134,475-78.4% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -21.39% | 29.04%-50.4pp | 35.91%-57.3pp | 417.96%-439.4pp |
| Employer contribution / active EE | $2,164 | $3,489-38.0% | $2,836-23.7% | $4,740-54.3% |
| Participant deferral / active EE | $9,055 | $5,338+69.6% | $4,656+94.5% | $6,400+41.5% |
| Admin fee / account holder | $92 | $10,926-99.2% | $7,493-98.8% | $11,426-99.2% |