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 | $32,334 | $82,664-60.9% | $125,339-74.2% | $68,494-52.8% |
| Participation rate | 32.4% | 75.0%-42.6pp | 82.4%-49.9pp | 67.9%-35.5pp |
| Annual return | -21.22% | -5.97%-15.2pp | 572.05%-593.3pp | -7.84%-13.4pp |
| Employer contribution / active EE | $1,800 | $3,381-46.7% | $4,814-62.6% | $2,596-30.7% |
| Participant deferral / active EE | $4,294 | $6,110-29.7% | $7,446-42.3% | $4,027+6.6% |
| Admin fee / account holder | $165 | $6,275-97.4% | $10,010-98.3% | $5,403-96.9% |