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 | $31,448 | $77,813-59.6% | $123,544-74.5% | $64,186-51.0% |
| Participation rate | 67.6% | 74.7%-7.1pp | 82.3%-14.7pp | 69.6%-2.0pp |
| Annual return | -9.03% | 12.48%-21.5pp | 119.20%-128.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $2,686 | $3,014-10.9% | $4,628-41.9% | $2,381+12.8% |
| Participant deferral / active EE | $4,745 | $5,240-9.4% | $6,426-26.2% | $3,470+36.8% |
| Admin fee / account holder | $232 | $5,519-95.8% | $9,284-97.5% | $4,888-95.3% |