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 | $63,360 | $48,364+31.0% | $71,796-11.7% | $62,891+0.7% |
| Participation rate | 33.3% | 60.6%-27.3pp | 69.1%-35.8pp | 69.3%-36.0pp |
| Annual return | -0.15% | 13.16%-13.3pp | 78.04%-78.2pp | 20.14%-20.3pp |
| Employer contribution / active EE | $775 | $1,042-25.6% | $1,924-59.7% | $2,281-66.0% |
| Participant deferral / active EE | $1,799 | $2,091-14.0% | $2,794-35.6% | $3,203-43.8% |
| Admin fee / account holder | $119 | $3,771-96.8% | $4,815-97.5% | $4,296-97.2% |