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 | $27,938 | $61,660-54.7% | $80,019-65.1% | $64,186-56.5% |
| Participation rate | 37.9% | 71.7%-33.8pp | 75.8%-37.9pp | 69.6%-31.6pp |
| Annual return | -12.76% | -0.33%-12.4pp | 11.22%-24.0pp | 7.63%-20.4pp |
| Employer contribution / active EE | $650 | $1,810-64.1% | $2,468-73.7% | $2,381-72.7% |
| Participant deferral / active EE | $4,190 | $2,968+41.2% | $3,686+13.7% | $3,470+20.8% |
| Admin fee / account holder | $0 | $5,417-100.0% | $6,521-100.0% | $4,888-100.0% |