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 | $39,396 | $85,790-54.1% | $67,313-41.5% | $135,375-70.9% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.1%-2.4pp | 82.6%-16.0pp |
| Annual return | -9.51% | -0.54%-9.0pp | -4.08%-5.4pp | 519.73%-529.2pp |
| Employer contribution / active EE | $3,949 | $3,487+13.2% | $2,566+53.9% | $4,779-17.4% |
| Participant deferral / active EE | $8,814 | $4,651+89.5% | $3,568+147.0% | $5,609+57.1% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |