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 7-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 | $57,415 | $69,010-16.8% | $159,960-64.1% | $68,494-16.2% |
| Participation rate | 11.5% | 65.4%-53.9pp | 78.0%-66.4pp | 67.9%-56.3pp |
| Annual return | -21.94% | -9.65%-12.3pp | 408.60%-430.5pp | -7.84%-14.1pp |
| Employer contribution / active EE | $485 | $2,213-78.1% | $4,226-88.5% | $2,596-81.3% |
| Participant deferral / active EE | $1,832 | $4,212-56.5% | $6,182-70.4% | $4,027-54.5% |
| Admin fee / account holder | $128 | $4,798-97.3% | $8,698-98.5% | $5,403-97.6% |