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 | $21,299 | $69,518-69.4% | $59,878-64.4% | $135,375-84.3% |
| Participation rate | 18.2% | 77.8%-59.7pp | 74.7%-56.5pp | 82.6%-64.5pp |
| Annual return | -12.11% | 7.94%-20.1pp | 3.46%-15.6pp | 519.73%-531.8pp |
| Employer contribution / active EE | $664 | $3,235-79.5% | $2,722-75.6% | $4,779-86.1% |
| Participant deferral / active EE | $2,291 | $4,206-45.5% | $3,402-32.7% | $5,609-59.2% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |