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 | $52,662 | $99,341-47.0% | $84,750-37.9% | $273,961-80.8% |
| Participation rate | 69.2% | 80.7%-11.5pp | 76.6%-7.4pp | 83.0%-13.8pp |
| Annual return | -4.28% | 22.93%-27.2pp | 22.78%-27.1pp | 41.45%-45.7pp |
| Employer contribution / active EE | $1,299 | $4,214-69.2% | $3,574-63.6% | $4,869-73.3% |
| Participant deferral / active EE | $2,258 | $4,269-47.1% | $3,712-39.2% | $5,287-57.3% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |