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 4-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 | $48,516 | $64,839-25.2% | $95,585-49.2% | $84,808-42.8% |
| Participation rate | 63.3% | 63.8%-0.5pp | 72.1%-8.7pp | 68.3%-5.0pp |
| Annual return | 12.97% | -670.96%+683.9pp | 38.56%-25.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,993 | $1,759+13.3% | $2,527-21.1% | $2,631-24.3% |
| Participant deferral / active EE | $6,126 | $2,965+106.6% | $4,023+52.3% | $4,212+45.4% |
| Admin fee / account holder | $196 | $5,964-96.7% | $6,127-96.8% | $7,344-97.3% |