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 6-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 | $26,454 | $82,664-68.0% | $125,339-78.9% | $68,494-61.4% |
| Participation rate | 41.5% | 75.0%-33.6pp | 82.4%-40.9pp | 67.9%-26.4pp |
| Annual return | -27.25% | -5.97%-21.3pp | 572.05%-599.3pp | -7.84%-19.4pp |
| Employer contribution / active EE | $1,743 | $3,381-48.4% | $4,814-63.8% | $2,596-32.8% |
| Participant deferral / active EE | $4,516 | $6,110-26.1% | $7,446-39.3% | $4,027+12.1% |
| Admin fee / account holder | $120 | $6,275-98.1% | $10,010-98.8% | $5,403-97.8% |