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 | $25,000 | $69,518-64.0% | $59,878-58.2% | $135,375-81.5% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.7%-24.7pp | 82.6%-32.6pp |
| Annual return | -23.21% | 7.94%-31.2pp | 3.46%-26.7pp | 519.73%-542.9pp |
| Employer contribution / active EE | $636 | $3,235-80.3% | $2,722-76.6% | $4,779-86.7% |
| Participant deferral / active EE | $7,865 | $4,206+87.0% | $3,402+131.2% | $5,609+40.2% |
| Admin fee / account holder | $188 | $5,734-96.7% | $3,590-94.8% | $10,827-98.3% |