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 | $23,689 | $42,894-44.8% | $60,874-61.1% | $68,494-65.4% |
| Participation rate | 13.3% | 66.8%-53.5pp | 73.1%-59.8pp | 67.9%-54.6pp |
| Annual return | -33.63% | -13.98%-19.6pp | 16.90%-50.5pp | -7.84%-25.8pp |
| Employer contribution / active EE | $882 | $1,978-55.4% | $2,701-67.4% | $2,596-66.0% |
| Participant deferral / active EE | $2,811 | $2,867-1.9% | $3,817-26.3% | $4,027-30.2% |
| Admin fee / account holder | $94 | $3,101-97.0% | $3,224-97.1% | $5,403-98.3% |