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 | $6,775 | $52,353-87.1% | $120,225-94.4% | $82,448-91.8% |
| Participation rate | 57.1% | 58.3%-1.2pp | 69.6%-12.4pp | 68.1%-10.9pp |
| Annual return | 6.75% | 61.85%-55.1pp | 439.23%-432.5pp | 41.64%-34.9pp |
| Employer contribution / active EE | $1,190 | $1,510-21.2% | $3,475-65.7% | $2,551-53.3% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $195 | $4,363-95.5% | $5,696-96.6% | $7,234-97.3% |