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 9-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 | $113,964 | $84,527+34.8% | $67,711+68.3% | $125,391-9.1% |
| Participation rate | 31.8% | 74.8%-43.0pp | 67.5%-35.7pp | 83.2%-51.4pp |
| Annual return | -4.93% | 2.57%-7.5pp | 25.41%-30.3pp | 282.22%-287.2pp |
| Employer contribution / active EE | $584 | $3,292-82.3% | $2,559-77.2% | $4,866-88.0% |
| Participant deferral / active EE | $2,046 | $4,429-53.8% | $3,585-42.9% | $5,352-61.8% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |