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 | $25,611 | $44,103-41.9% | $75,826-66.2% | $64,186-60.1% |
| Participation rate | 29.3% | 62.7%-33.5pp | 68.2%-39.0pp | 69.6%-40.3pp |
| Annual return | -10.29% | -4.72%-5.6pp | 1914.15%-1924.4pp | 7.63%-17.9pp |
| Employer contribution / active EE | $518 | $1,446-64.2% | $1,913-72.9% | $2,381-78.3% |
| Participant deferral / active EE | $1,328 | $2,204-39.7% | $2,862-53.6% | $3,470-61.7% |
| Admin fee / account holder | $0 | $3,506-100.0% | $4,726-100.0% | $4,888-100.0% |