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 | $27,558 | $104,106-73.5% | $71,086-61.2% | $135,375-79.6% |
| Participation rate | 60.0% | 65.7%-5.7pp | 54.7%+5.3pp | 82.6%-22.6pp |
| Annual return | -16.30% | 1256.30%-1272.6pp | 650.59%-666.9pp | 519.73%-536.0pp |
| Employer contribution / active EE | $1,219 | $1,485-17.9% | $1,088+12.1% | $4,779-74.5% |
| Participant deferral / active EE | $7,587 | $2,527+200.2% | $1,874+304.8% | $5,609+35.3% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |