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 | $8,841 | $27,915-68.3% | $58,482-84.9% | $75,163-88.2% |
| Participation rate | 10.5% | 38.8%-28.3pp | 50.9%-40.3pp | 67.2%-56.7pp |
| Annual return | 10.96% | 44.20%-33.2pp | 4239.32%-4228.4pp | 160.62%-149.7pp |
| Employer contribution / active EE | $140 | $669-79.0% | $1,053-86.7% | $2,670-94.7% |
| Participant deferral / active EE | $316 | $1,201-73.7% | $1,924-83.6% | $4,125-92.3% |
| Admin fee / account holder | $271 | $1,726-84.3% | $2,516-89.2% | $5,651-95.2% |