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 | $26,586 | $56,835-53.2% | - | $135,375-80.4% |
| Participation rate | 40.0% | 68.0%-28.0pp | - | 82.6%-42.6pp |
| Annual return | -13.98% | 2630.74%-2644.7pp | - | 519.73%-533.7pp |
| Employer contribution / active EE | $2,317 | $2,734-15.3% | - | $4,779-51.5% |
| Participant deferral / active EE | $4,045 | $3,681+9.9% | - | $5,609-27.9% |
| Admin fee / account holder | $0 | $1,586-100.0% | - | $10,827-100.0% |