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 | $52,241 | $97,044-46.2% | $83,333-37.3% | $135,375-61.4% |
| Participation rate | 54.5% | 80.4%-25.9pp | 77.8%-23.2pp | 82.6%-28.1pp |
| Annual return | -10.87% | 12.31%-23.2pp | 10.63%-21.5pp | 519.73%-530.6pp |
| Employer contribution / active EE | $2,594 | $4,143-37.4% | $3,379-23.2% | $4,779-45.7% |
| Participant deferral / active EE | $6,890 | $5,964+15.5% | $5,565+23.8% | $5,609+22.8% |
| Admin fee / account holder | $30 | $8,380-99.6% | $7,510-99.6% | $10,827-99.7% |