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 | $29,551 | $57,354-48.5% | $83,848-64.8% | $64,186-54.0% |
| Participation rate | 38.5% | 68.6%-30.1pp | 76.1%-37.7pp | 69.6%-31.1pp |
| Annual return | -9.66% | 11.38%-21.0pp | 850.88%-860.5pp | 7.63%-17.3pp |
| Employer contribution / active EE | $661 | $2,545-74.0% | $3,631-81.8% | $2,381-72.2% |
| Participant deferral / active EE | $1,282 | $2,993-57.2% | $4,082-68.6% | $3,470-63.1% |
| Admin fee / account holder | $251 | $4,046-93.8% | $5,478-95.4% | $4,888-94.9% |