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 7-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 | $7,530 | $34,308-78.1% | $74,701-89.9% | $72,985-89.7% |
| Participation rate | 43.2% | 42.4%+0.8pp | 54.5%-11.2pp | 69.5%-26.2pp |
| Annual return | 12.46% | 26.58%-14.1pp | 752.92%-740.5pp | 81.00%-68.5pp |
| Employer contribution / active EE | $2,415 | $692+249.1% | $1,084+122.8% | $2,440-1.0% |
| Participant deferral / active EE | $656 | $1,271-48.4% | $1,964-66.6% | $3,607-81.8% |
| Admin fee / account holder | $45 | $2,124-97.9% | $3,333-98.6% | $5,124-99.1% |