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 | $50,329 | $54,380-7.5% | $68,509-26.5% | $59,632-15.6% |
| Participation rate | 49.1% | 70.2%-21.1pp | 74.7%-25.6pp | 68.7%-19.6pp |
| Annual return | -3.52% | 2.83%-6.4pp | 8.27%-11.8pp | 2041.28%-2044.8pp |
| Employer contribution / active EE | $885 | $1,539-42.5% | $2,278-61.1% | $2,203-59.8% |
| Participant deferral / active EE | $2,024 | $2,643-23.4% | $3,382-40.2% | $3,192-36.6% |
| Admin fee / account holder | $38 | $3,885-99.0% | $5,275-99.3% | $4,297-99.1% |