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 | $21,263 | $64,707-67.1% | $112,228-81.1% | $68,494-69.0% |
| Participation rate | 69.0% | 67.2%+1.8pp | 75.1%-6.1pp | 67.9%+1.1pp |
| Annual return | -24.20% | -11.40%-12.8pp | 27.45%-51.6pp | -7.84%-16.4pp |
| Employer contribution / active EE | $1,391 | $2,746-49.3% | $3,635-61.7% | $2,596-46.4% |
| Participant deferral / active EE | $1,961 | $3,565-45.0% | $4,728-58.5% | $4,027-51.3% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,410-100.0% | $5,403-100.0% |