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 | $50,659 | $45,566+11.2% | $64,105-21.0% | $59,632-15.0% |
| Participation rate | 61.7% | 60.2%+1.5pp | 68.2%-6.5pp | 68.7%-7.0pp |
| Annual return | -3.16% | 4.95%-8.1pp | 791.24%-794.4pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $263 | $934-71.9% | $1,820-85.6% | $2,203-88.1% |
| Participant deferral / active EE | $1,478 | $2,057-28.1% | $2,822-47.6% | $3,192-53.7% |
| Admin fee / account holder | $30 | $3,268-99.1% | $4,499-99.3% | $4,297-99.3% |