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 | $26,813 | $81,900-67.3% | $119,609-77.6% | $68,494-60.9% |
| Participation rate | 65.6% | 71.9%-6.3pp | 79.3%-13.6pp | 67.9%-2.3pp |
| Annual return | -19.43% | -23.82%+4.4pp | -14.97%-4.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,509 | $2,693-44.0% | $4,232-64.3% | $2,596-41.9% |
| Participant deferral / active EE | $2,733 | $4,148-34.1% | $5,602-51.2% | $4,027-32.1% |
| Admin fee / account holder | $181 | $6,582-97.2% | $10,323-98.2% | $5,403-96.6% |