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 6-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 | $36,710 | $133,958-72.6% | $112,228-67.3% | $134,475-72.7% |
| Participation rate | 44.4% | 78.6%-34.1pp | 75.1%-30.6pp | 81.2%-36.8pp |
| Annual return | -21.89% | 47.11%-69.0pp | 27.45%-49.3pp | 417.96%-439.9pp |
| Employer contribution / active EE | $1,778 | $4,038-56.0% | $3,635-51.1% | $4,740-62.5% |
| Participant deferral / active EE | $4,764 | $5,291-9.9% | $4,728+0.8% | $6,400-25.6% |
| Admin fee / account holder | $296 | $7,489-96.0% | $6,410-95.4% | $11,426-97.4% |