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 5-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 | $23,302 | $69,010-66.2% | $159,960-85.4% | $68,494-66.0% |
| Participation rate | 16.7% | 65.4%-48.7pp | 78.0%-61.3pp | 67.9%-51.2pp |
| Annual return | -19.30% | -9.65%-9.7pp | 408.60%-427.9pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,020 | $2,213-53.9% | $4,226-75.9% | $2,596-60.7% |
| Participant deferral / active EE | $2,516 | $4,212-40.3% | $6,182-59.3% | $4,027-37.5% |
| Admin fee / account holder | $37 | $4,798-99.2% | $8,698-99.6% | $5,403-99.3% |