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 | $74,229 | $95,862-22.6% | $79,550-6.7% | $134,475-44.8% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -24.35% | -2.69%-21.7pp | 0.16%-24.5pp | 417.96%-442.3pp |
| Employer contribution / active EE | $1,658 | $3,128-47.0% | $2,413-31.3% | $4,740-65.0% |
| Participant deferral / active EE | $6,153 | $4,693+31.1% | $3,985+54.4% | $6,400-3.9% |
| Admin fee / account holder | $270 | $9,126-97.0% | $6,832-96.0% | $11,426-97.6% |