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 | $32,650 | $69,518-53.0% | $59,878-45.5% | $135,375-75.9% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.7%-74.7pp | 82.6%-82.6pp |
| Annual return | -9.96% | 7.94%-17.9pp | 3.46%-13.4pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,961 | $3,235-39.4% | $2,722-28.0% | $4,779-59.0% |
| Participant deferral / active EE | $2,005 | $4,206-52.3% | $3,402-41.1% | $5,609-64.3% |
| Admin fee / account holder | $75 | $5,734-98.7% | $3,590-97.9% | $10,827-99.3% |