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 | $30,385 | $93,571-67.5% | $135,903-77.6% | $75,163-59.6% |
| Participation rate | 65.8% | 75.2%-9.4pp | 81.9%-16.1pp | 67.2%-1.4pp |
| Annual return | -6.65% | 30.90%-37.6pp | 68.23%-74.9pp | 160.62%-167.3pp |
| Employer contribution / active EE | $1,569 | $3,537-55.6% | $4,856-67.7% | $2,670-41.2% |
| Participant deferral / active EE | $4,025 | $6,404-37.2% | $7,758-48.1% | $4,125-2.4% |
| Admin fee / account holder | $254 | $6,975-96.4% | $10,762-97.6% | $5,651-95.5% |