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 | $73,550 | $78,926-6.8% | $136,749-46.2% | $84,808-13.3% |
| Participation rate | 40.6% | 62.2%-21.6pp | 72.1%-31.5pp | 68.3%-27.7pp |
| Annual return | -4.96% | 18.17%-23.1pp | 24.33%-29.3pp | 40.90%-45.9pp |
| Employer contribution / active EE | $601 | $2,134-71.8% | $3,400-82.3% | $2,631-77.1% |
| Participant deferral / active EE | $1,455 | $3,168-54.1% | $4,692-69.0% | $4,212-65.5% |
| Admin fee / account holder | $14 | $6,369-99.8% | $11,386-99.9% | $7,344-99.8% |