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 | $25,373 | $117,381-78.4% | $99,443-74.5% | $152,861-83.4% |
| Participation rate | 57.9% | 77.5%-19.6pp | 73.8%-15.9pp | 82.4%-24.6pp |
| Annual return | -0.60% | 31.87%-32.5pp | 30.72%-31.3pp | 345.32%-345.9pp |
| Employer contribution / active EE | $249 | $3,013-91.7% | $2,540-90.2% | $4,762-94.8% |
| Participant deferral / active EE | $1,845 | $4,086-54.8% | $3,619-49.0% | $5,850-68.5% |
| Admin fee / account holder | $69 | $7,631-99.1% | $6,250-98.9% | $11,596-99.4% |