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 | $38,762 | $65,703-41.0% | $94,224-58.9% | $59,632-35.0% |
| Participation rate | 38.7% | 72.1%-33.4pp | 78.8%-40.1pp | 68.7%-30.0pp |
| Annual return | -5.43% | 5.22%-10.6pp | 10.68%-16.1pp | 2041.28%-2046.7pp |
| Employer contribution / active EE | $651 | $2,021-67.8% | $3,587-81.8% | $2,203-70.4% |
| Participant deferral / active EE | $1,823 | $3,143-42.0% | $4,320-57.8% | $3,192-42.9% |
| Admin fee / account holder | $288 | $4,264-93.2% | $6,269-95.4% | $4,297-93.3% |