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 6-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 | $31,590 | $133,958-76.4% | $112,228-71.9% | $134,475-76.5% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -22.68% | 47.11%-69.8pp | 27.45%-50.1pp | 417.96%-440.6pp |
| Employer contribution / active EE | $1,292 | $4,038-68.0% | $3,635-64.4% | $4,740-72.7% |
| Participant deferral / active EE | $7,532 | $5,291+42.4% | $4,728+59.3% | $6,400+17.7% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |