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 9-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 | $7,502 | $32,117-76.6% | $71,086-89.4% | $64,186-88.3% |
| Participation rate | 55.0% | 42.7%+12.3pp | 54.7%+0.3pp | 69.6%-14.6pp |
| Annual return | -11.47% | -5.57%-5.9pp | 650.59%-662.1pp | 7.63%-19.1pp |
| Employer contribution / active EE | $702 | $712-1.4% | $1,088-35.5% | $2,381-70.5% |
| Participant deferral / active EE | $2,034 | $1,263+61.1% | $1,874+8.5% | $3,470-41.4% |
| Admin fee / account holder | $111 | $2,759-96.0% | $3,082-96.4% | $4,888-97.7% |