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 | $14,717 | $47,977-69.3% | $154,107-90.5% | $56,287-73.9% |
| Participation rate | 43.3% | 66.2%-22.9pp | 83.0%-39.8pp | 69.9%-26.6pp |
| Annual return | -9.89% | 3.54%-13.4pp | 735.12%-745.0pp | -9.96%+0.1pp |
| Employer contribution / active EE | $1,035 | $2,169-52.3% | $5,298-80.5% | $2,111-51.0% |
| Participant deferral / active EE | $2,096 | $2,392-12.4% | $5,081-58.7% | $3,350-37.4% |
| Admin fee / account holder | $204 | $438-53.4% | $13,411-98.5% | $521-60.8% |