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 7-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 | $34,709 | $167,484-79.3% | $151,611-77.1% | $134,475-74.2% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -28.41% | 7.80%-36.2pp | 3.33%-31.7pp | 417.96%-446.4pp |
| Employer contribution / active EE | $1,999 | $6,829-70.7% | $6,166-67.6% | $4,740-57.8% |
| Participant deferral / active EE | $7,156 | $8,986-20.4% | $8,363-14.4% | $6,400+11.8% |
| Admin fee / account holder | $151 | $13,783-98.9% | $11,616-98.7% | $11,426-98.7% |