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 | $57,687 | $49,177+17.3% | $79,464-27.4% | $64,186-10.1% |
| Participation rate | 37.2% | 65.0%-27.8pp | 73.3%-36.1pp | 69.6%-32.4pp |
| Annual return | -9.01% | -1.16%-7.8pp | 718.14%-727.1pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,308 | $2,076-37.0% | $2,800-53.3% | $2,381-45.1% |
| Participant deferral / active EE | $2,927 | $2,821+3.7% | $3,704-21.0% | $3,470-15.6% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,113-100.0% | $4,888-100.0% |