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 | $29,988 | $73,004-58.9% | $90,749-67.0% | $68,494-56.2% |
| Participation rate | 26.7% | 70.8%-44.2pp | 75.7%-49.0pp | 67.9%-41.2pp |
| Annual return | -22.01% | -13.81%-8.2pp | -12.16%-9.8pp | -7.84%-14.2pp |
| Employer contribution / active EE | $1,101 | $2,193-49.8% | $2,921-62.3% | $2,596-57.6% |
| Participant deferral / active EE | $2,148 | $3,627-40.8% | $4,564-52.9% | $4,027-46.7% |
| Admin fee / account holder | $0 | $5,896-100.0% | $8,445-100.0% | $5,403-100.0% |