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 | $36,082 | $95,971-62.4% | $74,550-51.6% | $135,375-73.3% |
| Participation rate | 33.3% | 75.7%-42.3pp | 69.1%-35.8pp | 82.6%-49.3pp |
| Annual return | -67.46% | 56.96%-124.4pp | 32.53%-100.0pp | 519.73%-587.2pp |
| Employer contribution / active EE | $3,184 | $2,716+17.2% | $1,961+62.4% | $4,779-33.4% |
| Participant deferral / active EE | $8,167 | $3,843+112.5% | $3,108+162.8% | $5,609+45.6% |
| Admin fee / account holder | $95 | $6,522-98.5% | $5,060-98.1% | $10,827-99.1% |