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 | $23,078 | $45,438-49.2% | $80,004-71.2% | $59,632-61.3% |
| Participation rate | 50.0% | 63.7%-13.7pp | 73.0%-23.0pp | 68.7%-18.7pp |
| Annual return | -3.07% | 5.10%-8.2pp | 7.63%-10.7pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $787 | $1,236-36.3% | $2,473-68.2% | $2,203-64.3% |
| Participant deferral / active EE | $1,776 | $2,231-20.4% | $3,204-44.6% | $3,192-44.4% |
| Admin fee / account holder | $0 | $3,464-100.0% | $5,033-100.0% | $4,297-100.0% |