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 8-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 | $19,498 | $42,894-54.5% | $60,874-68.0% | $68,494-71.5% |
| Participation rate | 19.0% | 66.8%-47.7pp | 73.1%-54.1pp | 67.9%-48.8pp |
| Annual return | -19.60% | -13.98%-5.6pp | 16.90%-36.5pp | -7.84%-11.8pp |
| Employer contribution / active EE | $554 | $1,978-72.0% | $2,701-79.5% | $2,596-78.7% |
| Participant deferral / active EE | $1,292 | $2,867-54.9% | $3,817-66.2% | $4,027-67.9% |
| Admin fee / account holder | $45 | $3,101-98.6% | $3,224-98.6% | $5,403-99.2% |