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 5-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 | $19,677 | $100,754-80.5% | $86,677-77.3% | $134,475-85.4% |
| Participation rate | 38.1% | 78.9%-40.8pp | 76.6%-38.5pp | 81.2%-43.1pp |
| Annual return | -24.63% | 29.04%-53.7pp | 35.91%-60.5pp | 417.96%-442.6pp |
| Employer contribution / active EE | $880 | $3,489-74.8% | $2,836-69.0% | $4,740-81.4% |
| Participant deferral / active EE | $3,736 | $5,338-30.0% | $4,656-19.8% | $6,400-41.6% |
| Admin fee / account holder | $16 | $10,926-99.9% | $7,493-99.8% | $11,426-99.9% |