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 | $32,996 | $54,229-39.2% | $70,092-52.9% | $68,494-51.8% |
| Participation rate | 38.8% | 64.5%-25.7pp | 70.5%-31.7pp | 67.9%-29.1pp |
| Annual return | -22.60% | -13.87%-8.7pp | 190.73%-213.3pp | -7.84%-14.8pp |
| Employer contribution / active EE | $1,026 | $2,018-49.2% | $2,559-59.9% | $2,596-60.5% |
| Participant deferral / active EE | $2,653 | $2,956-10.2% | $3,849-31.1% | $4,027-34.1% |
| Admin fee / account holder | $32 | $4,694-99.3% | $6,267-99.5% | $5,403-99.4% |