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 | $35,179 | $81,900-57.0% | $119,609-70.6% | $68,494-48.6% |
| Participation rate | 50.0% | 71.9%-21.9pp | 79.3%-29.3pp | 67.9%-17.9pp |
| Annual return | -19.19% | -23.82%+4.6pp | -14.97%-4.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,508 | $2,693-6.9% | $4,232-40.7% | $2,596-3.4% |
| Participant deferral / active EE | $4,550 | $4,148+9.7% | $5,602-18.8% | $4,027+13.0% |
| Admin fee / account holder | $43 | $6,582-99.3% | $10,323-99.6% | $5,403-99.2% |