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 | $20,518 | $46,674-56.0% | $117,472-82.5% | $68,494-70.0% |
| Participation rate | 36.4% | 56.8%-20.4pp | 70.6%-34.2pp | 67.9%-31.5pp |
| Annual return | -20.39% | -14.52%-5.9pp | 29.74%-50.1pp | -7.84%-12.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,702 | $2,636-35.4% | $4,070-58.2% | $4,027-57.7% |
| Admin fee / account holder | $97 | $4,020-97.6% | $5,645-98.3% | $5,403-98.2% |