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 | $34,892 | $108,172-67.7% | $77,482-55.0% | $158,922-78.0% |
| Participation rate | 12.5% | 64.4%-51.9pp | 54.2%-41.7pp | 82.0%-69.5pp |
| Annual return | -5.70% | 31.67%-37.4pp | 54.79%-60.5pp | 302.83%-308.5pp |
| Employer contribution / active EE | $184 | $1,325-86.1% | $986-81.3% | $4,761-96.1% |
| Participant deferral / active EE | $893 | $2,456-63.6% | $1,861-52.0% | $5,982-85.1% |
| Admin fee / account holder | $118 | $3,708-96.8% | $2,858-95.9% | $11,246-98.9% |