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 7-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 | $53,183 | $92,703-42.6% | $82,719-35.7% | $134,475-60.5% |
| Participation rate | 17.6% | 75.2%-57.5pp | 72.6%-54.9pp | 81.2%-63.6pp |
| Annual return | -21.37% | 944.92%-966.3pp | 701.18%-722.6pp | 417.96%-439.3pp |
| Employer contribution / active EE | $1,082 | $3,274-66.9% | $3,009-64.0% | $4,740-77.2% |
| Participant deferral / active EE | $2,252 | $4,802-53.1% | $4,395-48.8% | $6,400-64.8% |
| Admin fee / account holder | $217 | $5,983-96.4% | $5,329-95.9% | $11,426-98.1% |