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 | $28,963 | $69,518-58.3% | $59,878-51.6% | $135,375-78.6% |
| Participation rate | 46.7% | 77.8%-31.2pp | 74.7%-28.0pp | 82.6%-36.0pp |
| Annual return | -24.15% | 7.94%-32.1pp | 3.46%-27.6pp | 519.73%-543.9pp |
| Employer contribution / active EE | $4,250 | $3,235+31.4% | $2,722+56.2% | $4,779-11.1% |
| Participant deferral / active EE | $7,536 | $4,206+79.2% | $3,402+121.5% | $5,609+34.4% |
| Admin fee / account holder | $6 | $5,734-99.9% | $3,590-99.8% | $10,827-99.9% |