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 | $16,187 | $86,699-81.3% | $73,307-77.9% | $125,391-87.1% |
| Participation rate | 47.6% | 78.6%-31.0pp | 74.9%-27.3pp | 83.2%-35.6pp |
| Annual return | -5.06% | 2.78%-7.8pp | 5.67%-10.7pp | 282.22%-287.3pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,527 | $5,550-72.5% | $4,991-69.4% | $5,352-71.5% |
| Admin fee / account holder | $2 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |