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 | $16,959 | $97,044-82.5% | $83,333-79.6% | $135,375-87.5% |
| Participation rate | 57.1% | 80.4%-23.3pp | 77.8%-20.6pp | 82.6%-25.5pp |
| Annual return | -14.48% | 12.31%-26.8pp | 10.63%-25.1pp | 519.73%-534.2pp |
| Employer contribution / active EE | $2,029 | $4,143-51.0% | $3,379-39.9% | $4,779-57.5% |
| Participant deferral / active EE | $4,070 | $5,964-31.8% | $5,565-26.9% | $5,609-27.4% |
| Admin fee / account holder | $125 | $8,380-98.5% | $7,510-98.3% | $10,827-98.8% |