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 | $15,629 | $45,863-65.9% | $77,024-79.7% | $68,494-77.2% |
| Participation rate | 19.4% | 55.9%-36.5pp | 67.9%-48.5pp | 67.9%-48.4pp |
| Annual return | -23.37% | 1.72%-25.1pp | 42.32%-65.7pp | -7.84%-15.5pp |
| Employer contribution / active EE | $570 | $1,650-65.4% | $2,812-79.7% | $2,596-78.0% |
| Participant deferral / active EE | $1,875 | $2,962-36.7% | $4,426-57.6% | $4,027-53.4% |
| Admin fee / account holder | $14 | $3,041-99.5% | $5,425-99.7% | $5,403-99.7% |