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 | $31,433 | $67,411-53.4% | $91,001-65.5% | $70,131-55.2% |
| Participation rate | 56.0% | 71.4%-15.4pp | 75.6%-19.6pp | 69.5%-13.5pp |
| Annual return | 9.30% | -40.16%+49.5pp | 4.60%+4.7pp | 73.14%-63.8pp |
| Employer contribution / active EE | $473 | $1,786-73.5% | $2,456-80.7% | $2,342-79.8% |
| Participant deferral / active EE | $1,802 | $2,823-36.1% | $3,547-49.2% | $3,332-45.9% |
| Admin fee / account holder | $279 | $4,236-93.4% | $5,417-94.9% | $4,645-94.0% |