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 | $15,190 | $88,594-82.9% | $70,092-78.3% | $134,475-88.7% |
| Participation rate | 40.0% | 74.9%-34.9pp | 70.5%-30.5pp | 81.2%-41.2pp |
| Annual return | -21.68% | 442.67%-464.3pp | 190.73%-212.4pp | 417.96%-439.6pp |
| Employer contribution / active EE | $982 | $3,233-69.6% | $2,559-61.6% | $4,740-79.3% |
| Participant deferral / active EE | $2,516 | $4,772-47.3% | $3,849-34.6% | $6,400-60.7% |
| Admin fee / account holder | $50 | $10,441-99.5% | $6,267-99.2% | $11,426-99.6% |