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 4-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 | $15,428 | $152,509-89.9% | $117,472-86.9% | $134,475-88.5% |
| Participation rate | 47.6% | 77.1%-29.5pp | 70.6%-23.0pp | 81.2%-33.6pp |
| Annual return | -23.57% | 52.99%-76.6pp | 29.74%-53.3pp | 417.96%-441.5pp |
| Employer contribution / active EE | $1,359 | $5,571-75.6% | $4,176-67.4% | $4,740-71.3% |
| Participant deferral / active EE | $4,004 | $4,818-16.9% | $4,070-1.6% | $6,400-37.4% |
| Admin fee / account holder | $175 | $7,004-97.5% | $5,645-96.9% | $11,426-98.5% |