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 | $19,651 | $85,790-77.1% | $67,313-70.8% | $135,375-85.5% |
| Participation rate | 10.0% | 76.5%-66.5pp | 69.1%-59.1pp | 82.6%-72.6pp |
| Annual return | -18.67% | -0.54%-18.1pp | -4.08%-14.6pp | 519.73%-538.4pp |
| Employer contribution / active EE | $985 | $3,487-71.7% | $2,566-61.6% | $4,779-79.4% |
| Participant deferral / active EE | $5,837 | $4,651+25.5% | $3,568+63.6% | $5,609+4.1% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |