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 | $32,345 | $61,660-47.5% | $80,019-59.6% | $64,186-49.6% |
| Participation rate | 50.0% | 71.7%-21.7pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | -9.28% | -0.33%-9.0pp | 11.22%-20.5pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,622 | $1,810-10.4% | $2,468-34.3% | $2,381-31.9% |
| Participant deferral / active EE | $3,299 | $2,968+11.2% | $3,686-10.5% | $3,470-4.9% |
| Admin fee / account holder | $11 | $5,417-99.8% | $6,521-99.8% | $4,888-99.8% |