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 6-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 | $12,170 | $133,958-90.9% | $112,228-89.2% | $134,475-91.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -33.48% | 47.11%-80.6pp | 27.45%-60.9pp | 417.96%-451.4pp |
| Employer contribution / active EE | $3,874 | $4,038-4.1% | $3,635+6.6% | $4,740-18.3% |
| Participant deferral / active EE | $4,267 | $5,291-19.4% | $4,728-9.8% | $6,400-33.3% |
| Admin fee / account holder | $18 | $7,489-99.8% | $6,410-99.7% | $11,426-99.8% |