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 | $21,701 | $138,065-84.3% | $123,544-82.4% | $135,375-84.0% |
| Participation rate | 68.8% | 84.7%-16.0pp | 82.3%-13.5pp | 82.6%-13.9pp |
| Annual return | -16.02% | 153.68%-169.7pp | 119.20%-135.2pp | 519.73%-535.8pp |
| Employer contribution / active EE | $5,715 | $5,151+10.9% | $4,628+23.5% | $4,779+19.6% |
| Participant deferral / active EE | $7,624 | $6,799+12.1% | $6,426+18.6% | $5,609+35.9% |
| Admin fee / account holder | $34 | $10,916-99.7% | $9,284-99.6% | $10,827-99.7% |