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 | $14,299 | $45,152-68.3% | $73,843-80.6% | $59,632-76.0% |
| Participation rate | 48.3% | 64.0%-15.7pp | 73.4%-25.2pp | 68.7%-20.4pp |
| Annual return | -7.84% | 27.40%-35.2pp | 2267.84%-2275.7pp | 2041.28%-2049.1pp |
| Employer contribution / active EE | $1,539 | $1,902-19.1% | $2,787-44.8% | $2,203-30.1% |
| Participant deferral / active EE | $3,011 | $2,574+17.0% | $3,583-16.0% | $3,192-5.7% |
| Admin fee / account holder | $164 | $3,516-95.3% | $4,880-96.6% | $4,297-96.2% |