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 | $52,262 | $90,503-42.3% | $78,689-33.6% | $273,961-80.9% |
| Participation rate | 62.5% | 76.5%-14.0pp | 73.6%-11.1pp | 83.0%-20.5pp |
| Annual return | -7.93% | 75.60%-83.5pp | 62.18%-70.1pp | 41.45%-49.4pp |
| Employer contribution / active EE | $3,677 | $3,176+15.8% | $2,851+29.0% | $4,869-24.5% |
| Participant deferral / active EE | $6,422 | $3,901+64.6% | $3,517+82.6% | $5,287+21.5% |
| Admin fee / account holder | $144 | $5,263-97.3% | $4,510-96.8% | $10,132-98.6% |