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 | $54,015 | $95,862-43.7% | $79,550-32.1% | $134,475-59.8% |
| Participation rate | 25.0% | 75.0%-50.0pp | 69.5%-44.5pp | 81.2%-56.2pp |
| Annual return | -27.24% | -2.69%-24.6pp | 0.16%-27.4pp | 417.96%-445.2pp |
| Employer contribution / active EE | $1,391 | $3,128-55.5% | $2,413-42.4% | $4,740-70.7% |
| Participant deferral / active EE | $6,955 | $4,693+48.2% | $3,985+74.5% | $6,400+8.7% |
| Admin fee / account holder | $176 | $9,126-98.1% | $6,832-97.4% | $11,426-98.5% |