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 | $36,988 | $138,044-73.2% | $125,339-70.5% | $134,475-72.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -25.25% | 750.33%-775.6pp | 572.05%-597.3pp | 417.96%-443.2pp |
| Employer contribution / active EE | $5,276 | $5,243+0.6% | $4,814+9.6% | $4,740+11.3% |
| Participant deferral / active EE | $6,826 | $7,799-12.5% | $7,446-8.3% | $6,400+6.7% |
| Admin fee / account holder | $68 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |