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 | $41,727 | $190,805-78.1% | $159,960-73.9% | $134,475-69.0% |
| Participation rate | 33.3% | 81.9%-48.6pp | 78.0%-44.6pp | 81.2%-47.9pp |
| Annual return | -26.22% | 552.23%-578.5pp | 408.60%-434.8pp | 417.96%-444.2pp |
| Employer contribution / active EE | $3,000 | $4,995-39.9% | $4,226-29.0% | $4,740-36.7% |
| Participant deferral / active EE | $6,831 | $6,923-1.3% | $6,182+10.5% | $6,400+6.7% |
| Admin fee / account holder | $120 | $10,471-98.9% | $8,698-98.6% | $11,426-98.9% |