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 6-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 | $22,812 | $133,958-83.0% | $112,228-79.7% | $134,475-83.0% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -22.90% | 47.11%-70.0pp | 27.45%-50.3pp | 417.96%-440.9pp |
| Employer contribution / active EE | $1,627 | $4,038-59.7% | $3,635-55.2% | $4,740-65.7% |
| Participant deferral / active EE | $3,623 | $5,291-31.5% | $4,728-23.4% | $6,400-43.4% |
| Admin fee / account holder | $67 | $7,489-99.1% | $6,410-99.0% | $11,426-99.4% |