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 | $27,043 | $64,324-58.0% | $118,925-77.3% | $79,858-66.1% |
| Participation rate | 69.6% | 64.9%+4.7pp | 75.4%-5.8pp | 69.6%-0.1pp |
| Annual return | 9.94% | 86.45%-76.5pp | 35.88%-25.9pp | 31.71%-21.8pp |
| Employer contribution / active EE | $1,739 | $1,836-5.3% | $3,263-46.7% | $2,471-29.6% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,265-100.0% | $3,740-100.0% |
| Admin fee / account holder | $141 | $4,040-96.5% | $6,581-97.9% | $5,306-97.3% |