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 | $26,953 | $88,594-69.6% | $70,092-61.5% | $134,475-80.0% |
| Participation rate | 50.0% | 74.9%-24.9pp | 70.5%-20.5pp | 81.2%-31.2pp |
| Annual return | -22.74% | 442.67%-465.4pp | 190.73%-213.5pp | 417.96%-440.7pp |
| Employer contribution / active EE | $2,226 | $3,233-31.1% | $2,559-13.0% | $4,740-53.0% |
| Participant deferral / active EE | $4,799 | $4,772+0.6% | $3,849+24.7% | $6,400-25.0% |
| Admin fee / account holder | $124 | $10,441-98.8% | $6,267-98.0% | $11,426-98.9% |