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 | $23,017 | $32,117-28.3% | $71,086-67.6% | $64,186-64.1% |
| Participation rate | 14.8% | 42.7%-27.9pp | 54.7%-39.8pp | 69.6%-54.8pp |
| Annual return | -11.12% | -5.57%-5.6pp | 650.59%-661.7pp | 7.63%-18.8pp |
| Employer contribution / active EE | $327 | $712-54.1% | $1,088-69.9% | $2,381-86.3% |
| Participant deferral / active EE | $1,248 | $1,263-1.2% | $1,874-33.4% | $3,470-64.0% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,888-100.0% |