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 10-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 | $13,113 | $49,177-73.3% | $79,464-83.5% | $64,186-79.6% |
| Participation rate | 48.7% | 65.0%-16.3pp | 73.3%-24.6pp | 69.6%-20.9pp |
| Annual return | -13.13% | -1.16%-12.0pp | 718.14%-731.3pp | 7.63%-20.8pp |
| Employer contribution / active EE | $781 | $2,076-62.4% | $2,800-72.1% | $2,381-67.2% |
| Participant deferral / active EE | $1,157 | $2,821-59.0% | $3,704-68.8% | $3,470-66.6% |
| Admin fee / account holder | $151 | $3,839-96.1% | $5,113-97.0% | $4,888-96.9% |