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 10-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 | $25,736 | $211,958-87.9% | $169,463-84.8% | $135,375-81.0% |
| Participation rate | 65.0% | 82.6%-17.6pp | 77.8%-12.8pp | 82.6%-17.6pp |
| Annual return | -11.44% | 3.26%-14.7pp | 1.83%-13.3pp | 519.73%-531.2pp |
| Employer contribution / active EE | $1,872 | $5,120-63.4% | $4,159-55.0% | $4,779-60.8% |
| Participant deferral / active EE | $2,851 | $6,075-53.1% | $5,277-46.0% | $5,609-49.2% |
| Admin fee / account holder | $172 | $11,471-98.5% | $9,109-98.1% | $10,827-98.4% |