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 | $48,852 | $176,377-72.3% | $134,143-63.6% | $158,922-69.3% |
| Participation rate | 39.1% | 78.7%-39.6pp | 72.2%-33.0pp | 82.0%-42.8pp |
| Annual return | -0.91% | 63.63%-64.5pp | 36.33%-37.2pp | 302.83%-303.7pp |
| Employer contribution / active EE | $1,292 | $5,040-74.4% | $3,704-65.1% | $4,761-72.9% |
| Participant deferral / active EE | $1,380 | $4,091-66.3% | $3,499-60.6% | $5,982-76.9% |
| Admin fee / account holder | $270 | $8,718-96.9% | $6,684-96.0% | $11,246-97.6% |