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 | $16,602 | $95,193-82.6% | $76,523-78.3% | $135,375-87.7% |
| Participation rate | 41.7% | 74.4%-32.7pp | 68.0%-26.3pp | 82.6%-41.0pp |
| Annual return | -13.66% | 4.85%-18.5pp | -0.27%-13.4pp | 519.73%-533.4pp |
| Employer contribution / active EE | $685 | $3,302-79.3% | $2,647-74.1% | $4,779-85.7% |
| Participant deferral / active EE | $3,000 | $4,639-35.3% | $3,835-21.8% | $5,609-46.5% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |