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 | $74,231 | $83,337-10.9% | $67,834+9.4% | $273,961-72.9% |
| Participation rate | 66.7% | 76.4%-9.8pp | 68.8%-2.1pp | 83.0%-16.3pp |
| Annual return | 0.92% | 259.45%-258.5pp | 138.47%-137.6pp | 41.45%-40.5pp |
| Employer contribution / active EE | $1,794 | $3,287-45.4% | $2,403-25.4% | $4,869-63.2% |
| Participant deferral / active EE | $4,508 | $4,088+10.3% | $3,160+42.7% | $5,287-14.7% |
| Admin fee / account holder | $169 | $6,752-97.5% | $4,622-96.3% | $10,132-98.3% |