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 | $27,936 | $90,600-69.2% | $79,464-64.8% | $135,375-79.4% |
| Participation rate | 23.5% | 76.0%-52.5pp | 73.3%-49.8pp | 82.6%-59.1pp |
| Annual return | -11.35% | 977.43%-988.8pp | 718.14%-729.5pp | 519.73%-531.1pp |
| Employer contribution / active EE | $948 | $3,068-69.1% | $2,800-66.2% | $4,779-80.2% |
| Participant deferral / active EE | $2,091 | $4,050-48.4% | $3,704-43.5% | $5,609-62.7% |
| Admin fee / account holder | $256 | $5,907-95.7% | $5,113-95.0% | $10,827-97.6% |