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 9-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 | $36,339 | $180,449-79.9% | $154,107-76.4% | $135,375-73.2% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -23.64% | 888.09%-911.7pp | 735.12%-758.8pp | 519.73%-543.4pp |
| Employer contribution / active EE | $2,242 | $6,035-62.9% | $5,298-57.7% | $4,779-53.1% |
| Participant deferral / active EE | $8,898 | $5,806+53.2% | $5,081+75.1% | $5,609+58.6% |
| Admin fee / account holder | $239 | $16,143-98.5% | $13,411-98.2% | $10,827-97.8% |