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 | $47,803 | $113,935-58.0% | $94,224-49.3% | $125,391-61.9% |
| Participation rate | 9.1% | 82.9%-73.8pp | 78.8%-69.7pp | 83.2%-74.1pp |
| Annual return | -4.33% | 5.29%-9.6pp | 10.68%-15.0pp | 282.22%-286.6pp |
| Employer contribution / active EE | $855 | $4,727-81.9% | $3,587-76.2% | $4,866-82.4% |
| Participant deferral / active EE | $2,136 | $5,179-58.7% | $4,320-50.5% | $5,352-60.1% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |