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 5-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 | $14,029 | $29,660-52.7% | $56,411-75.1% | $80,856-82.6% |
| Participation rate | 18.8% | 41.6%-22.9pp | 52.5%-33.7pp | 67.6%-48.9pp |
| Annual return | 3.36% | 35.23%-31.9pp | 1701.33%-1698.0pp | 35.59%-32.2pp |
| Employer contribution / active EE | $395 | $669-40.9% | $1,039-61.9% | $2,755-85.7% |
| Participant deferral / active EE | $495 | $1,226-59.6% | $1,952-74.6% | $4,296-88.5% |
| Admin fee / account holder | $226 | $2,428-90.7% | $2,829-92.0% | $6,918-96.7% |