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 | $14,316 | $45,152-68.3% | $73,843-80.6% | $59,632-76.0% |
| Participation rate | 28.9% | 64.0%-35.1pp | 73.4%-44.6pp | 68.7%-39.8pp |
| Annual return | -5.52% | 27.40%-32.9pp | 2267.84%-2273.4pp | 2041.28%-2046.8pp |
| Employer contribution / active EE | $660 | $1,902-65.3% | $2,787-76.3% | $2,203-70.0% |
| Participant deferral / active EE | $1,804 | $2,574-29.9% | $3,583-49.7% | $3,192-43.5% |
| Admin fee / account holder | $0 | $3,516-100.0% | $4,880-100.0% | $4,297-100.0% |