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 | $39,413 | $85,766-54.0% | $136,294-71.1% | $70,131-43.8% |
| Participation rate | 69.2% | 74.2%-4.9pp | 81.9%-12.7pp | 69.5%-0.3pp |
| Annual return | -79.87% | 31.45%-111.3pp | 5155.94%-5235.8pp | 73.14%-153.0pp |
| Employer contribution / active EE | $4,471 | $2,966+50.7% | $4,695-4.8% | $2,342+90.9% |
| Participant deferral / active EE | $20,779 | $5,051+311.3% | $6,247+232.6% | $3,332+523.7% |
| Admin fee / account holder | $40 | $5,420-99.3% | $9,243-99.6% | $4,645-99.1% |