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 | $43,812 | $56,484-22.4% | $169,463-74.1% | $64,186-31.7% |
| Participation rate | 46.2% | 64.5%-18.4pp | 77.8%-31.6pp | 69.6%-23.4pp |
| Annual return | -8.76% | -1.55%-7.2pp | 1.83%-10.6pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,115 | $1,832-39.2% | $4,159-73.2% | $2,381-53.2% |
| Participant deferral / active EE | $1,687 | $3,448-51.1% | $5,277-68.0% | $3,470-51.4% |
| Admin fee / account holder | $0 | $4,174-100.0% | $9,109-100.0% | $4,888-100.0% |