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 | $22,435 | $95,971-76.6% | $74,550-69.9% | $135,375-83.4% |
| Participation rate | 36.8% | 75.7%-38.8pp | 69.1%-32.3pp | 82.6%-45.8pp |
| Annual return | -13.94% | 56.96%-70.9pp | 32.53%-46.5pp | 519.73%-533.7pp |
| Employer contribution / active EE | $1,956 | $2,716-28.0% | $1,961-0.2% | $4,779-59.1% |
| Participant deferral / active EE | $3,738 | $3,843-2.7% | $3,108+20.3% | $5,609-33.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |