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 9-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 | $55,064 | $133,958-58.9% | $112,228-50.9% | $134,475-59.1% |
| Participation rate | 45.5% | 78.6%-33.1pp | 75.1%-29.6pp | 81.2%-35.8pp |
| Annual return | -22.97% | 47.11%-70.1pp | 27.45%-50.4pp | 417.96%-440.9pp |
| Employer contribution / active EE | $1,720 | $4,038-57.4% | $3,635-52.7% | $4,740-63.7% |
| Participant deferral / active EE | $1,962 | $5,291-62.9% | $4,728-58.5% | $6,400-69.3% |
| Admin fee / account holder | $62 | $7,489-99.2% | $6,410-99.0% | $11,426-99.5% |