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 | $23,538 | $82,664-71.5% | $125,339-81.2% | $68,494-65.6% |
| Participation rate | 35.1% | 75.0%-39.9pp | 82.4%-47.2pp | 67.9%-32.8pp |
| Annual return | -22.62% | -5.97%-16.6pp | 572.05%-594.7pp | -7.84%-14.8pp |
| Employer contribution / active EE | $1,417 | $3,381-58.1% | $4,814-70.6% | $2,596-45.4% |
| Participant deferral / active EE | $2,831 | $6,110-53.7% | $7,446-62.0% | $4,027-29.7% |
| Admin fee / account holder | $221 | $6,275-96.5% | $10,010-97.8% | $5,403-95.9% |