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 | $31,811 | $72,177-55.9% | $115,037-72.3% | $59,632-46.7% |
| Participation rate | 62.1% | 72.6%-10.5pp | 81.4%-19.3pp | 68.7%-6.6pp |
| Annual return | -3.24% | 12.02%-15.3pp | 26.14%-29.4pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $4,487 | $2,841+57.9% | $4,608-2.6% | $2,203+103.7% |
| Participant deferral / active EE | $6,720 | $4,783+40.5% | $6,026+11.5% | $3,192+110.6% |
| Admin fee / account holder | $12 | $4,927-99.8% | $8,175-99.9% | $4,297-99.7% |