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 | $43,996 | $140,588-68.7% | $123,104-64.3% | $125,391-64.9% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | -3.72% | 16.80%-20.5pp | 13.22%-16.9pp | 282.22%-285.9pp |
| Employer contribution / active EE | $2,482 | $6,041-58.9% | $5,151-51.8% | $4,866-49.0% |
| Participant deferral / active EE | $6,621 | $6,980-5.1% | $6,230+6.3% | $5,352+23.7% |
| Admin fee / account holder | $63 | $11,198-99.4% | $9,015-99.3% | $9,540-99.3% |