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 7-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 | $24,254 | $82,664-70.7% | $125,339-80.6% | $68,494-64.6% |
| Participation rate | 61.5% | 75.0%-13.5pp | 82.4%-20.8pp | 67.9%-6.3pp |
| Annual return | -20.54% | -5.97%-14.6pp | 572.05%-592.6pp | -7.84%-12.7pp |
| Employer contribution / active EE | $2,571 | $3,381-24.0% | $4,814-46.6% | $2,596-1.0% |
| Participant deferral / active EE | $5,925 | $6,110-3.0% | $7,446-20.4% | $4,027+47.1% |
| Admin fee / account holder | $128 | $6,275-98.0% | $10,010-98.7% | $5,403-97.6% |