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 | $36,111 | $72,404-50.1% | $110,238-67.2% | $64,186-43.7% |
| Participation rate | 63.6% | 73.3%-9.7pp | 79.8%-16.2pp | 69.6%-5.9pp |
| Annual return | -8.68% | -6.29%-2.4pp | 314.74%-323.4pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,424 | $2,282-37.6% | $3,826-62.8% | $2,381-40.2% |
| Participant deferral / active EE | $3,163 | $3,469-8.8% | $4,672-32.3% | $3,470-8.8% |
| Admin fee / account holder | $172 | $5,664-97.0% | $8,547-98.0% | $4,888-96.5% |