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 | $37,975 | $49,177-22.8% | $79,464-52.2% | $64,186-40.8% |
| Participation rate | 48.1% | 65.0%-16.9pp | 73.3%-25.2pp | 69.6%-21.4pp |
| Annual return | -12.03% | -1.16%-10.9pp | 718.14%-730.2pp | 7.63%-19.7pp |
| Employer contribution / active EE | $402 | $2,076-80.6% | $2,800-85.6% | $2,381-83.1% |
| Participant deferral / active EE | $1,015 | $2,821-64.0% | $3,704-72.6% | $3,470-70.8% |
| Admin fee / account holder | $269 | $3,839-93.0% | $5,113-94.7% | $4,888-94.5% |