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 | $0 | $50,958-100.0% | $74,550-100.0% | $64,186-100.0% |
| Participation rate | 0.0% | 61.1%-61.1pp | 69.1%-69.1pp | 69.6%-69.6pp |
| Annual return | -9.67% | -1.86%-7.8pp | 32.53%-42.2pp | 7.63%-17.3pp |
| Employer contribution / active EE | $1,627 | $1,115+45.9% | $1,961-17.0% | $2,381-31.7% |
| Participant deferral / active EE | $5,822 | $2,301+153.0% | $3,108+87.3% | $3,470+67.8% |
| Admin fee / account holder | $0 | $4,223-100.0% | $5,060-100.0% | $4,888-100.0% |