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 | $17,486 | $69,518-74.8% | $59,878-70.8% | $135,375-87.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.7%-8.0pp | 82.6%-16.0pp |
| Annual return | -30.50% | 7.94%-38.4pp | 3.46%-34.0pp | 519.73%-550.2pp |
| Employer contribution / active EE | $2,133 | $3,235-34.1% | $2,722-21.6% | $4,779-55.4% |
| Participant deferral / active EE | $6,989 | $4,206+66.2% | $3,402+105.4% | $5,609+24.6% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |