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 | $17,270 | $43,327-60.1% | $59,878-71.2% | $64,186-73.1% |
| Participation rate | 55.3% | 69.2%-13.9pp | 74.7%-19.4pp | 69.6%-14.3pp |
| Annual return | -14.18% | -1.55%-12.6pp | 3.46%-17.6pp | 7.63%-21.8pp |
| Employer contribution / active EE | $1,342 | $2,028-33.8% | $2,722-50.7% | $2,381-43.6% |
| Participant deferral / active EE | $3,050 | $2,546+19.8% | $3,402-10.3% | $3,470-12.1% |
| Admin fee / account holder | $57 | $3,005-98.1% | $3,590-98.4% | $4,888-98.8% |