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 6-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 | $21,520 | $133,958-83.9% | $112,228-80.8% | $134,475-84.0% |
| Participation rate | 42.9% | 78.6%-35.7pp | 75.1%-32.2pp | 81.2%-38.4pp |
| Annual return | -21.49% | 47.11%-68.6pp | 27.45%-48.9pp | 417.96%-439.5pp |
| Employer contribution / active EE | $1,800 | $4,038-55.4% | $3,635-50.5% | $4,740-62.0% |
| Participant deferral / active EE | $2,005 | $5,291-62.1% | $4,728-57.6% | $6,400-68.7% |
| Admin fee / account holder | $104 | $7,489-98.6% | $6,410-98.4% | $11,426-99.1% |