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 | $14,556 | $46,674-68.8% | $117,472-87.6% | $68,494-78.7% |
| Participation rate | 68.6% | 56.8%+11.8pp | 70.6%-2.0pp | 67.9%+0.7pp |
| Annual return | -20.63% | -14.52%-6.1pp | 29.74%-50.4pp | -7.84%-12.8pp |
| Employer contribution / active EE | $1,486 | $1,505-1.2% | $4,176-64.4% | $2,596-42.8% |
| Participant deferral / active EE | $2,062 | $2,636-21.8% | $4,070-49.3% | $4,027-48.8% |
| Admin fee / account holder | $104 | $4,020-97.4% | $5,645-98.2% | $5,403-98.1% |