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 | $28,593 | $54,350-47.4% | $82,719-65.4% | $68,494-58.3% |
| Participation rate | 69.0% | 63.9%+5.1pp | 72.6%-3.5pp | 67.9%+1.2pp |
| Annual return | -19.85% | -13.67%-6.2pp | 701.18%-721.0pp | -7.84%-12.0pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,172 | $3,246+151.8% | $4,395+85.9% | $4,027+102.9% |
| Admin fee / account holder | $104 | $4,395-97.6% | $5,329-98.0% | $5,403-98.1% |