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 | $59,925 | $131,829-54.5% | $108,579-44.8% | $273,961-78.1% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | -79.58% | -91.57%+12.0pp | -51.70%-27.9pp | 41.45%-121.0pp |
| Employer contribution / active EE | $9,365 | $4,912+90.6% | $3,758+149.2% | $4,869+92.4% |
| Participant deferral / active EE | $27,953 | $5,127+445.2% | $4,311+548.4% | $5,287+428.7% |
| Admin fee / account holder | $37 | $10,252-99.6% | $7,645-99.5% | $10,132-99.6% |