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 | $4,172 | $22,587-81.5% | $65,255-93.6% | $75,163-94.4% |
| Participation rate | 57.9% | 63.1%-5.2pp | 65.0%-7.1pp | 67.2%-9.3pp |
| Annual return | -1.20% | 71.03%-72.2pp | 47.35%-48.6pp | 160.62%-161.8pp |
| Employer contribution / active EE | $798 | $941-15.1% | $1,691-52.8% | $2,670-70.1% |
| Participant deferral / active EE | $1,534 | $1,695-9.5% | $2,831-45.8% | $4,125-62.8% |
| Admin fee / account holder | $183 | $1,876-90.3% | $4,112-95.6% | $5,651-96.8% |