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 | $44,740 | $48,076-6.9% | $78,689-43.1% | $62,891-28.9% |
| Participation rate | 20.0% | 65.2%-45.2pp | 73.6%-53.6pp | 69.3%-49.3pp |
| Annual return | 2.00% | 31.35%-29.4pp | 62.18%-60.2pp | 20.14%-18.1pp |
| Employer contribution / active EE | $676 | $2,015-66.4% | $2,851-76.3% | $2,281-70.3% |
| Participant deferral / active EE | $1,807 | $2,588-30.2% | $3,517-48.6% | $3,203-43.6% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |