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 8-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 | $44,943 | $42,894+4.8% | $60,874-26.2% | $68,494-34.4% |
| Participation rate | 31.6% | 66.8%-35.2pp | 73.1%-41.5pp | 67.9%-36.3pp |
| Annual return | -24.29% | -13.98%-10.3pp | 16.90%-41.2pp | -7.84%-16.4pp |
| Employer contribution / active EE | $545 | $1,978-72.5% | $2,701-79.8% | $2,596-79.0% |
| Participant deferral / active EE | $1,274 | $2,867-55.6% | $3,817-66.6% | $4,027-68.4% |
| Admin fee / account holder | $9 | $3,101-99.7% | $3,224-99.7% | $5,403-99.8% |