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 | $33,185 | $46,674-28.9% | $117,472-71.8% | $68,494-51.6% |
| Participation rate | 27.3% | 56.8%-29.5pp | 70.6%-43.3pp | 67.9%-40.6pp |
| Annual return | -24.05% | -14.52%-9.5pp | 29.74%-53.8pp | -7.84%-16.2pp |
| Employer contribution / active EE | $626 | $1,505-58.4% | $4,176-85.0% | $2,596-75.9% |
| Participant deferral / active EE | $1,323 | $2,636-49.8% | $4,070-67.5% | $4,027-67.2% |
| Admin fee / account holder | $0 | $4,020-100.0% | $5,645-100.0% | $5,403-100.0% |