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 | $54,640 | $42,383+28.9% | $76,523-28.6% | $64,186-14.9% |
| Participation rate | 21.1% | 58.1%-37.0pp | 68.0%-46.9pp | 69.6%-48.4pp |
| Annual return | -10.25% | -16.54%+6.3pp | -0.27%-10.0pp | 7.63%-17.9pp |
| Employer contribution / active EE | $375 | $1,563-76.0% | $2,647-85.8% | $2,381-84.3% |
| Participant deferral / active EE | $972 | $2,566-62.1% | $3,835-74.7% | $3,470-72.0% |
| Admin fee / account holder | $179 | $3,198-94.4% | $4,848-96.3% | $4,888-96.3% |