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 | $16,755 | $43,327-61.3% | $59,878-72.0% | $64,186-73.9% |
| Participation rate | 44.9% | 69.2%-24.3pp | 74.7%-29.8pp | 69.6%-24.7pp |
| Annual return | -9.12% | -1.55%-7.6pp | 3.46%-12.6pp | 7.63%-16.8pp |
| Employer contribution / active EE | $596 | $2,028-70.6% | $2,722-78.1% | $2,381-75.0% |
| Participant deferral / active EE | $1,691 | $2,546-33.6% | $3,402-50.3% | $3,470-51.3% |
| Admin fee / account holder | $268 | $3,005-91.1% | $3,590-92.5% | $4,888-94.5% |