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 | $16,298 | $76,000-78.6% | $154,107-89.4% | $64,186-74.6% |
| Participation rate | 32.1% | 70.4%-38.3pp | 83.0%-50.9pp | 69.6%-37.4pp |
| Annual return | -11.29% | 30.32%-41.6pp | 735.12%-746.4pp | 7.63%-18.9pp |
| Employer contribution / active EE | $946 | $3,351-71.8% | $5,298-82.1% | $2,381-60.3% |
| Participant deferral / active EE | $1,779 | $3,175-44.0% | $5,081-65.0% | $3,470-48.7% |
| Admin fee / account holder | $230 | $5,596-95.9% | $13,411-98.3% | $4,888-95.3% |