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 | $34,982 | $92,222-62.1% | $76,768-54.4% | $135,375-74.2% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -9.29% | 5.46%-14.8pp | 2.43%-11.7pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,132 | $3,216-64.8% | $2,485-54.4% | $4,779-76.3% |
| Participant deferral / active EE | $6,398 | $4,509+41.9% | $3,852+66.1% | $5,609+14.1% |
| Admin fee / account holder | $31 | $10,748-99.7% | $6,675-99.5% | $10,827-99.7% |