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 | $11,138 | $61,774-82.0% | $97,226-88.5% | $80,856-86.2% |
| Participation rate | 66.1% | 63.5%+2.6pp | 72.7%-6.6pp | 67.6%-1.6pp |
| Annual return | 9.29% | -557.90%+567.2pp | 75.13%-65.8pp | 35.59%-26.3pp |
| Employer contribution / active EE | $566 | $1,837-69.2% | $2,729-79.2% | $2,755-79.4% |
| Participant deferral / active EE | $1,293 | $3,029-57.3% | $4,264-69.7% | $4,296-69.9% |
| Admin fee / account holder | $273 | $5,166-94.7% | $5,654-95.2% | $6,918-96.1% |