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 | $38,368 | $87,705-56.3% | $63,517-39.6% | $125,391-69.4% |
| Participation rate | 61.1% | 77.0%-15.9pp | 71.0%-9.9pp | 83.2%-22.1pp |
| Annual return | -6.84% | 21.70%-28.5pp | -70.30%+63.5pp | 282.22%-289.1pp |
| Employer contribution / active EE | $1,091 | $3,601-69.7% | $2,322-53.0% | $4,866-77.6% |
| Participant deferral / active EE | $2,890 | $3,939-26.6% | $2,953-2.1% | $5,352-46.0% |
| Admin fee / account holder | $24 | $11,948-99.8% | $5,892-99.6% | $9,540-99.7% |