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 8-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 | $49,863 | $102,966-51.6% | $90,281-44.8% | $152,861-67.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | -12.23% | 95.16%-107.4pp | 78.10%-90.3pp | 345.32%-357.5pp |
| Employer contribution / active EE | $1,175 | $3,139-62.6% | $2,854-58.8% | $4,762-75.3% |
| Participant deferral / active EE | $2,795 | $4,281-34.7% | $3,885-28.1% | $5,850-52.2% |
| Admin fee / account holder | $20 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |