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 | $21,916 | $50,958-57.0% | $74,550-70.6% | $64,186-65.9% |
| Participation rate | 52.9% | 61.1%-8.1pp | 69.1%-16.2pp | 69.6%-16.6pp |
| Annual return | -8.75% | -1.86%-6.9pp | 32.53%-41.3pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,253 | $1,115+12.4% | $1,961-36.1% | $2,381-47.4% |
| Participant deferral / active EE | $1,633 | $2,301-29.1% | $3,108-47.5% | $3,470-52.9% |
| Admin fee / account holder | $28 | $4,223-99.3% | $5,060-99.4% | $4,888-99.4% |