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 | $77,896-5.6% | $134,172-45.2% | $82,448-10.8% |
| Participation rate | 40.6% | 62.8%-22.2pp | 72.5%-31.8pp | 68.1%-27.4pp |
| Annual return | -4.96% | 18.21%-23.2pp | 25.30%-30.3pp | 41.64%-46.6pp |
| Employer contribution / active EE | $601 | $2,159-72.2% | $3,420-82.4% | $2,551-76.4% |
| Participant deferral / active EE | $1,455 | $3,162-54.0% | $4,690-69.0% | $4,139-64.8% |
| Admin fee / account holder | $14 | $6,336-99.8% | $12,016-99.9% | $7,234-99.8% |