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 | $10,391 | $90,600-88.5% | $79,464-86.9% | $135,375-92.3% |
| Participation rate | 52.4% | 76.0%-23.7pp | 73.3%-21.0pp | 82.6%-30.3pp |
| Annual return | -11.78% | 977.43%-989.2pp | 718.14%-729.9pp | 519.73%-531.5pp |
| Employer contribution / active EE | $1,626 | $3,068-47.0% | $2,800-42.0% | $4,779-66.0% |
| Participant deferral / active EE | $1,683 | $4,050-58.5% | $3,704-54.6% | $5,609-70.0% |
| Admin fee / account holder | $13 | $5,907-99.8% | $5,113-99.7% | $10,827-99.9% |