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 | $12,542 | $95,862-86.9% | $79,550-84.2% | $134,475-90.7% |
| Participation rate | 47.1% | 75.0%-28.0pp | 69.5%-22.4pp | 81.2%-34.2pp |
| Annual return | -23.26% | -2.69%-20.6pp | 0.16%-23.4pp | 417.96%-441.2pp |
| Employer contribution / active EE | $655 | $3,128-79.1% | $2,413-72.9% | $4,740-86.2% |
| Participant deferral / active EE | $1,781 | $4,693-62.0% | $3,985-55.3% | $6,400-72.2% |
| Admin fee / account holder | $119 | $9,126-98.7% | $6,832-98.3% | $11,426-99.0% |