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 | $85,766 | $64,707+32.5% | $112,228-23.6% | $68,494+25.2% |
| Participation rate | 58.7% | 67.2%-8.5pp | 75.1%-16.4pp | 67.9%-9.2pp |
| Annual return | -23.09% | -11.40%-11.7pp | 27.45%-50.5pp | -7.84%-15.2pp |
| Employer contribution / active EE | $1,757 | $2,746-36.0% | $3,635-51.6% | $2,596-32.3% |
| Participant deferral / active EE | $3,305 | $3,565-7.3% | $4,728-30.1% | $4,027-17.9% |
| Admin fee / account holder | $228 | $5,232-95.6% | $6,410-96.4% | $5,403-95.8% |