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 10-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 | $23,619 | $87,540-73.0% | $75,781-68.8% | $125,391-81.2% |
| Participation rate | 62.5% | 80.2%-17.7pp | 75.8%-13.3pp | 83.2%-20.7pp |
| Annual return | -8.44% | 13.48%-21.9pp | 9.68%-18.1pp | 282.22%-290.7pp |
| Employer contribution / active EE | $1,309 | $3,930-66.7% | $3,323-60.6% | $4,866-73.1% |
| Participant deferral / active EE | $3,567 | $4,229-15.7% | $3,651-2.3% | $5,352-33.4% |
| Admin fee / account holder | $4 | $6,502-99.9% | $5,299-99.9% | $9,540-100.0% |