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 | $26,768 | $76,000-64.8% | $154,107-82.6% | $64,186-58.3% |
| Participation rate | 62.1% | 70.4%-8.3pp | 83.0%-21.0pp | 69.6%-7.5pp |
| Annual return | -8.86% | 30.32%-39.2pp | 735.12%-744.0pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,011 | $3,351-69.8% | $5,298-80.9% | $2,381-57.5% |
| Participant deferral / active EE | $2,404 | $3,175-24.3% | $5,081-52.7% | $3,470-30.7% |
| Admin fee / account holder | $154 | $5,596-97.2% | $13,411-98.9% | $4,888-96.8% |