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 | $36,956 | $35,183+5.0% | $73,545-49.7% | $70,131-47.3% |
| Participation rate | 15.2% | 42.9%-27.8pp | 54.9%-39.8pp | 69.5%-54.4pp |
| Annual return | 5.74% | 26.90%-21.2pp | -15.16%+20.9pp | 73.14%-67.4pp |
| Employer contribution / active EE | $245 | $709-65.4% | $1,219-79.9% | $2,342-89.5% |
| Participant deferral / active EE | $603 | $1,220-50.6% | $1,806-66.6% | $3,332-81.9% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |