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 | $21,884 | $90,320-75.8% | $59,496-63.2% | $125,391-82.5% |
| Participation rate | 22.7% | 68.3%-45.6pp | 54.6%-31.8pp | 83.2%-60.5pp |
| Annual return | -5.99% | 369.13%-375.1pp | 182.05%-188.0pp | 282.22%-288.2pp |
| Employer contribution / active EE | $671 | $1,792-62.6% | $1,153-41.8% | $4,866-86.2% |
| Participant deferral / active EE | $2,542 | $2,716-6.4% | $1,829+39.0% | $5,352-52.5% |
| Admin fee / account holder | $130 | $3,063-95.8% | $2,232-94.2% | $9,540-98.6% |