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 8-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 | $30,523 | $167,307-81.8% | $143,757-78.8% | $134,475-77.3% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -21.11% | 0.46%-21.6pp | -0.04%-21.1pp | 417.96%-439.1pp |
| Employer contribution / active EE | $2,308 | $5,619-58.9% | $4,951-53.4% | $4,740-51.3% |
| Participant deferral / active EE | $6,810 | $6,446+5.7% | $5,637+20.8% | $6,400+6.4% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |