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 7-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 | $18,953 | $64,707-70.7% | $112,228-83.1% | $68,494-72.3% |
| Participation rate | 38.2% | 67.2%-28.9pp | 75.1%-36.8pp | 67.9%-29.7pp |
| Annual return | -20.14% | -11.40%-8.7pp | 27.45%-47.6pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,171 | $2,746-57.4% | $3,635-67.8% | $2,596-54.9% |
| Participant deferral / active EE | $1,716 | $3,565-51.9% | $4,728-63.7% | $4,027-57.4% |
| Admin fee / account holder | $15 | $5,232-99.7% | $6,410-99.8% | $5,403-99.7% |