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 | $30,044 | $97,044-69.0% | $83,333-63.9% | $135,375-77.8% |
| Participation rate | 33.3% | 80.4%-47.1pp | 77.8%-44.4pp | 82.6%-49.3pp |
| Annual return | -10.09% | 12.31%-22.4pp | 10.63%-20.7pp | 519.73%-529.8pp |
| Employer contribution / active EE | $639 | $4,143-84.6% | $3,379-81.1% | $4,779-86.6% |
| Participant deferral / active EE | $3,817 | $5,964-36.0% | $5,565-31.4% | $5,609-32.0% |
| Admin fee / account holder | $15 | $8,380-99.8% | $7,510-99.8% | $10,827-99.9% |