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 | $87,814 | $90,503-3.0% | $78,689+11.6% | $273,961-67.9% |
| Participation rate | 23.5% | 76.5%-53.0pp | 73.6%-50.0pp | 83.0%-59.5pp |
| Annual return | -5.27% | 75.60%-80.9pp | 62.18%-67.4pp | 41.45%-46.7pp |
| Employer contribution / active EE | $599 | $3,176-81.1% | $2,851-79.0% | $4,869-87.7% |
| Participant deferral / active EE | $1,853 | $3,901-52.5% | $3,517-47.3% | $5,287-65.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |