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 5-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 | $26,317 | $133,958-80.4% | $112,228-76.6% | $134,475-80.4% |
| Participation rate | 44.4% | 78.6%-34.1pp | 75.1%-30.6pp | 81.2%-36.8pp |
| Annual return | -21.97% | 47.11%-69.1pp | 27.45%-49.4pp | 417.96%-439.9pp |
| Employer contribution / active EE | $881 | $4,038-78.2% | $3,635-75.7% | $4,740-81.4% |
| Participant deferral / active EE | $6,489 | $5,291+22.7% | $4,728+37.3% | $6,400+1.4% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |