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 | $63,727 | $152,509-58.2% | $117,472-45.8% | $134,475-52.6% |
| Participation rate | 37.5% | 77.1%-39.6pp | 70.6%-33.1pp | 81.2%-43.7pp |
| Annual return | -27.74% | 52.99%-80.7pp | 29.74%-57.5pp | 417.96%-445.7pp |
| Employer contribution / active EE | $992 | $5,571-82.2% | $4,176-76.2% | $4,740-79.1% |
| Participant deferral / active EE | $3,789 | $4,818-21.4% | $4,070-6.9% | $6,400-40.8% |
| Admin fee / account holder | $20 | $7,004-99.7% | $5,645-99.6% | $11,426-99.8% |