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 | $12,510 | $30,732-59.3% | $59,496-79.0% | $59,632-79.0% |
| Participation rate | 54.5% | 43.2%+11.3pp | 54.6%0pp | 68.7%-14.1pp |
| Annual return | -5.15% | 4.47%-9.6pp | 182.05%-187.2pp | 2041.28%-2046.4pp |
| Employer contribution / active EE | $657 | $631+4.2% | $1,153-43.0% | $2,203-70.2% |
| Participant deferral / active EE | $1,882 | $1,183+59.1% | $1,829+2.9% | $3,192-41.0% |
| Admin fee / account holder | $131 | $2,136-93.8% | $2,232-94.1% | $4,297-96.9% |