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 | $77,296 | $77,813-0.7% | $123,544-37.4% | $64,186+20.4% |
| Participation rate | 66.7% | 74.7%-8.0pp | 82.3%-15.6pp | 69.6%-2.9pp |
| Annual return | -9.03% | 12.48%-21.5pp | 119.20%-128.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $2,655 | $3,014-11.9% | $4,628-42.6% | $2,381+11.5% |
| Participant deferral / active EE | $4,610 | $5,240-12.0% | $6,426-28.3% | $3,470+32.9% |
| Admin fee / account holder | $12 | $5,519-99.8% | $9,284-99.9% | $4,888-99.8% |