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 | $57,896 | $81,900-29.3% | $119,609-51.6% | $68,494-15.5% |
| Participation rate | 45.9% | 71.9%-25.9pp | 79.3%-33.3pp | 67.9%-21.9pp |
| Annual return | -20.31% | -23.82%+3.5pp | -14.97%-5.3pp | -7.84%-12.5pp |
| Employer contribution / active EE | $1,825 | $2,693-32.2% | $4,232-56.9% | $2,596-29.7% |
| Participant deferral / active EE | $4,490 | $4,148+8.3% | $5,602-19.8% | $4,027+11.5% |
| Admin fee / account holder | $202 | $6,582-96.9% | $10,323-98.0% | $5,403-96.3% |