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 | $8,680 | $29,667-70.7% | $56,441-84.6% | $80,874-89.3% |
| Participation rate | 67.6% | 41.7%+25.9pp | 52.5%+15.1pp | 67.6%-0.1pp |
| Annual return | 8.16% | 35.22%-27.1pp | 1704.21%-1696.1pp | 35.62%-27.5pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $386 | $1,227-68.5% | $1,953-80.2% | $4,297-91.0% |
| Admin fee / account holder | $143 | $2,429-94.1% | $2,829-94.9% | $6,935-97.9% |