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 | $33,788 | $180,449-81.3% | $154,107-78.1% | $135,375-75.0% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -12.53% | 888.09%-900.6pp | 735.12%-747.7pp | 519.73%-532.3pp |
| Employer contribution / active EE | $4,835 | $6,035-19.9% | $5,298-8.7% | $4,779+1.2% |
| Participant deferral / active EE | $3,938 | $5,806-32.2% | $5,081-22.5% | $5,609-29.8% |
| Admin fee / account holder | $162 | $16,143-99.0% | $13,411-98.8% | $10,827-98.5% |