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 | $20,434 | $99,032-79.4% | $80,019-74.5% | $135,375-84.9% |
| Participation rate | 23.8% | 78.4%-54.5pp | 75.8%-52.0pp | 82.6%-58.8pp |
| Annual return | -12.22% | 15.39%-27.6pp | 11.22%-23.4pp | 519.73%-532.0pp |
| Employer contribution / active EE | $508 | $3,043-83.3% | $2,468-79.4% | $4,779-89.4% |
| Participant deferral / active EE | $1,624 | $4,282-62.1% | $3,686-55.9% | $5,609-71.0% |
| Admin fee / account holder | $60 | $10,436-99.4% | $6,521-99.1% | $10,827-99.4% |