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 | $10,522 | $88,594-88.1% | $70,092-85.0% | $134,475-92.2% |
| Participation rate | 57.9% | 74.9%-17.0pp | 70.5%-12.6pp | 81.2%-23.3pp |
| Annual return | -23.02% | 442.67%-465.7pp | 190.73%-213.8pp | 417.96%-441.0pp |
| Employer contribution / active EE | $1,585 | $3,233-51.0% | $2,559-38.1% | $4,740-66.6% |
| Participant deferral / active EE | $1,926 | $4,772-59.6% | $3,849-50.0% | $6,400-69.9% |
| Admin fee / account holder | $150 | $10,441-98.6% | $6,267-97.6% | $11,426-98.7% |