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 | $14,111 | $67,331-79.0% | $60,874-76.8% | $134,475-89.5% |
| Participation rate | 55.6% | 76.2%-20.6pp | 73.1%-17.6pp | 81.2%-25.7pp |
| Annual return | -23.40% | 49.93%-73.3pp | 16.90%-40.3pp | 417.96%-441.4pp |
| Employer contribution / active EE | $1,102 | $3,096-64.4% | $2,701-59.2% | $4,740-76.7% |
| Participant deferral / active EE | $3,249 | $4,538-28.4% | $3,817-14.9% | $6,400-49.2% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |