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 | $16,014 | $133,958-88.0% | $112,228-85.7% | $134,475-88.1% |
| Participation rate | 38.5% | 78.6%-40.1pp | 75.1%-36.6pp | 81.2%-42.8pp |
| Annual return | -28.92% | 47.11%-76.0pp | 27.45%-56.4pp | 417.96%-446.9pp |
| Employer contribution / active EE | $1,345 | $4,038-66.7% | $3,635-63.0% | $4,740-71.6% |
| Participant deferral / active EE | $2,768 | $5,291-47.7% | $4,728-41.5% | $6,400-56.7% |
| Admin fee / account holder | $48 | $7,489-99.4% | $6,410-99.3% | $11,426-99.6% |