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 | $19,489 | $52,681-63.0% | $75,781-74.3% | $59,632-67.3% |
| Participation rate | 69.8% | 67.2%+2.5pp | 75.8%-6.0pp | 68.7%+1.1pp |
| Annual return | -3.59% | 2.95%-6.5pp | 9.68%-13.3pp | 2041.28%-2044.9pp |
| Employer contribution / active EE | $1,432 | $2,193-34.7% | $3,323-56.9% | $2,203-35.0% |
| Participant deferral / active EE | $1,798 | $2,591-30.6% | $3,651-50.8% | $3,192-43.7% |
| Admin fee / account holder | $264 | $3,610-92.7% | $5,299-95.0% | $4,297-93.8% |