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 | $18,603 | $82,664-77.5% | $125,339-85.2% | $68,494-72.8% |
| Participation rate | 49.1% | 75.0%-26.0pp | 82.4%-33.3pp | 67.9%-18.8pp |
| Annual return | -20.73% | -5.97%-14.8pp | 572.05%-592.8pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,656 | $3,381-51.0% | $4,814-65.6% | $2,596-36.2% |
| Participant deferral / active EE | $2,563 | $6,110-58.1% | $7,446-65.6% | $4,027-36.4% |
| Admin fee / account holder | $241 | $6,275-96.2% | $10,010-97.6% | $5,403-95.5% |