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 | $73,843 | $158,817-53.5% | $121,196-39.1% | $135,375-45.5% |
| Participation rate | 12.5% | 79.3%-66.8pp | 71.7%-59.2pp | 82.6%-70.1pp |
| Annual return | -10.21% | -0.64%-9.6pp | 16.93%-27.1pp | 519.73%-529.9pp |
| Employer contribution / active EE | $343 | $5,665-93.9% | $4,022-91.5% | $4,779-92.8% |
| Participant deferral / active EE | $1,191 | $4,005-70.3% | $3,344-64.4% | $5,609-78.8% |
| Admin fee / account holder | $296 | $6,512-95.5% | $5,019-94.1% | $10,827-97.3% |