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 | $45,219 | $71,883-37.1% | $86,677-47.8% | $68,494-34.0% |
| Participation rate | 69.7% | 72.2%-2.5pp | 76.6%-6.9pp | 67.9%+1.8pp |
| Annual return | -25.24% | 3.52%-28.8pp | 35.91%-61.1pp | -7.84%-17.4pp |
| Employer contribution / active EE | $1,440 | $2,173-33.7% | $2,836-49.2% | $2,596-44.6% |
| Participant deferral / active EE | $3,018 | $3,779-20.1% | $4,656-35.2% | $4,027-25.1% |
| Admin fee / account holder | $204 | $6,112-96.7% | $7,493-97.3% | $5,403-96.2% |