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 | $23,338 | $69,518-66.4% | $59,878-61.0% | $135,375-82.8% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.7%-41.4pp | 82.6%-49.3pp |
| Annual return | -12.21% | 7.94%-20.2pp | 3.46%-15.7pp | 519.73%-531.9pp |
| Employer contribution / active EE | $401 | $3,235-87.6% | $2,722-85.3% | $4,779-91.6% |
| Participant deferral / active EE | $1,347 | $4,206-68.0% | $3,402-60.4% | $5,609-76.0% |
| Admin fee / account holder | $95 | $5,734-98.3% | $3,590-97.4% | $10,827-99.1% |