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 | $7,771 | $35,183-77.9% | $73,545-89.4% | $70,131-88.9% |
| Participation rate | 29.7% | 42.9%-13.2pp | 54.9%-25.2pp | 69.5%-39.8pp |
| Annual return | 11.60% | 26.90%-15.3pp | -15.16%+26.8pp | 73.14%-61.5pp |
| Employer contribution / active EE | $193 | $709-72.8% | $1,219-84.2% | $2,342-91.8% |
| Participant deferral / active EE | $421 | $1,220-65.5% | $1,806-76.7% | $3,332-87.4% |
| Admin fee / account holder | $253 | $2,302-89.0% | $2,320-89.1% | $4,645-94.6% |