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 6-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 | $30,220 | $152,509-80.2% | $117,472-74.3% | $134,475-77.5% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -22.23% | 52.99%-75.2pp | 29.74%-52.0pp | 417.96%-440.2pp |
| Employer contribution / active EE | $2,790 | $5,571-49.9% | $4,176-33.2% | $4,740-41.1% |
| Participant deferral / active EE | $5,205 | $4,818+8.0% | $4,070+27.9% | $6,400-18.7% |
| Admin fee / account holder | $100 | $7,004-98.6% | $5,645-98.2% | $11,426-99.1% |