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 | $33,239 | $107,791-69.2% | $90,645-63.3% | $135,375-75.4% |
| Participation rate | 44.4% | 78.0%-33.6pp | 74.0%-29.6pp | 82.6%-38.2pp |
| Annual return | -12.97% | -0.90%-12.1pp | 1.88%-14.9pp | 519.73%-532.7pp |
| Employer contribution / active EE | $816 | $3,018-73.0% | $2,532-67.8% | $4,779-82.9% |
| Participant deferral / active EE | $3,248 | $3,872-16.1% | $3,425-5.2% | $5,609-42.1% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |