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 | $30,111 | $76,000-60.4% | $154,107-80.5% | $64,186-53.1% |
| Participation rate | 42.2% | 70.4%-28.2pp | 83.0%-40.8pp | 69.6%-27.3pp |
| Annual return | -10.70% | 30.32%-41.0pp | 735.12%-745.8pp | 7.63%-18.3pp |
| Employer contribution / active EE | $641 | $3,351-80.9% | $5,298-87.9% | $2,381-73.1% |
| Participant deferral / active EE | $1,513 | $3,175-52.4% | $5,081-70.2% | $3,470-56.4% |
| Admin fee / account holder | $7 | $5,596-99.9% | $13,411-99.9% | $4,888-99.9% |