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 | $27,163 | $57,354-52.6% | $83,848-67.6% | $64,186-57.7% |
| Participation rate | 54.5% | 68.6%-14.1pp | 76.1%-21.6pp | 69.6%-15.0pp |
| Annual return | -11.92% | 11.38%-23.3pp | 850.88%-862.8pp | 7.63%-19.6pp |
| Employer contribution / active EE | $1,876 | $2,545-26.3% | $3,631-48.3% | $2,381-21.2% |
| Participant deferral / active EE | $4,127 | $2,993+37.9% | $4,082+1.1% | $3,470+18.9% |
| Admin fee / account holder | $9 | $4,046-99.8% | $5,478-99.8% | $4,888-99.8% |