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 8-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 | $51,969 | $211,958-75.5% | $169,463-69.3% | $135,375-61.6% |
| Participation rate | 33.3% | 82.6%-49.3pp | 77.8%-44.4pp | 82.6%-49.3pp |
| Annual return | -11.44% | 3.26%-14.7pp | 1.83%-13.3pp | 519.73%-531.2pp |
| Employer contribution / active EE | $2,153 | $5,120-57.9% | $4,159-48.2% | $4,779-54.9% |
| Participant deferral / active EE | $8,167 | $6,075+34.4% | $5,277+54.8% | $5,609+45.6% |
| Admin fee / account holder | $215 | $11,471-98.1% | $9,109-97.6% | $10,827-98.0% |