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 | $15,895 | $63,442-74.9% | $68,791-76.9% | $66,914-76.2% |
| Participation rate | 49.3% | 60.0%-10.7pp | 69.0%-19.7pp | 69.8%-20.5pp |
| Annual return | -25.67% | -8.29%-17.4pp | -6.38%-19.3pp | 1.58%-27.3pp |
| Employer contribution / active EE | $1,867 | $1,775+5.2% | $2,655-29.7% | $2,544-26.6% |
| Participant deferral / active EE | $3,201 | $2,945+8.7% | $3,941-18.8% | $4,237-24.5% |
| Admin fee / account holder | $228 | $577-60.5% | $4,932-95.4% | $593-61.6% |