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 | $64,231 | $57,354+12.0% | $83,848-23.4% | $64,186+0.1% |
| Participation rate | 41.9% | 68.6%-26.7pp | 76.1%-34.3pp | 69.6%-27.7pp |
| Annual return | -8.66% | 11.38%-20.0pp | 850.88%-859.5pp | 7.63%-16.3pp |
| Employer contribution / active EE | $851 | $2,545-66.6% | $3,631-76.6% | $2,381-64.3% |
| Participant deferral / active EE | $1,884 | $2,993-37.1% | $4,082-53.8% | $3,470-45.7% |
| Admin fee / account holder | $295 | $4,046-92.7% | $5,478-94.6% | $4,888-94.0% |