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 | $17,745 | $158,817-88.8% | $121,196-85.4% | $135,375-86.9% |
| Participation rate | 25.0% | 79.3%-54.3pp | 71.7%-46.7pp | 82.6%-57.6pp |
| Annual return | -14.46% | -0.64%-13.8pp | 16.93%-31.4pp | 519.73%-534.2pp |
| Employer contribution / active EE | $1,554 | $5,665-72.6% | $4,022-61.3% | $4,779-67.5% |
| Participant deferral / active EE | $2,332 | $4,005-41.8% | $3,344-30.3% | $5,609-58.4% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |