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 | $103,760 | $118,427-12.4% | $66,042+57.1% | $142,382-27.1% |
| Participation rate | 66.7% | 68.1%-1.5pp | 67.5%-0.8pp | 80.1%-13.5pp |
| Annual return | -19.21% | 35.57%-54.8pp | 52.11%-71.3pp | 217.08%-236.3pp |
| Employer contribution / active EE | $1,374 | $2,570-46.5% | $1,579-13.0% | $4,299-68.0% |
| Participant deferral / active EE | $7,923 | $4,311+83.8% | $2,835+179.4% | $6,507+21.8% |
| Admin fee / account holder | $67 | $9,593-99.3% | $5,747-98.8% | $12,624-99.5% |