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 | $29,481 | $35,183-16.2% | $73,545-59.9% | $70,131-58.0% |
| Participation rate | 24.4% | 42.9%-18.5pp | 54.9%-30.5pp | 69.5%-45.1pp |
| Annual return | 10.88% | 26.90%-16.0pp | -15.16%+26.0pp | 73.14%-62.3pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $641 | $1,220-47.5% | $1,806-64.5% | $3,332-80.8% |
| Admin fee / account holder | $234 | $2,302-89.8% | $2,320-89.9% | $4,645-95.0% |