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 | $42,944 | $85,790-49.9% | $67,313-36.2% | $135,375-68.3% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.1%-2.4pp | 82.6%-16.0pp |
| Annual return | -35.45% | -0.54%-34.9pp | -4.08%-31.4pp | 519.73%-555.2pp |
| Employer contribution / active EE | $2,534 | $3,487-27.3% | $2,566-1.2% | $4,779-47.0% |
| Participant deferral / active EE | $21,333 | $4,651+358.7% | $3,568+497.9% | $5,609+280.4% |
| Admin fee / account holder | $158 | $6,392-97.5% | $4,507-96.5% | $10,827-98.5% |