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 | $73,709 | $53,596+37.5% | $90,645-18.7% | $64,186+14.8% |
| Participation rate | 28.6% | 64.5%-35.9pp | 74.0%-45.5pp | 69.6%-41.0pp |
| Annual return | -11.27% | 4.41%-15.7pp | 1.88%-13.2pp | 7.63%-18.9pp |
| Employer contribution / active EE | $4,753 | $1,503+216.2% | $2,532+87.7% | $2,381+99.6% |
| Participant deferral / active EE | $1,686 | $2,459-31.4% | $3,425-50.8% | $3,470-51.4% |
| Admin fee / account holder | $0 | $3,868-100.0% | $4,994-100.0% | $4,888-100.0% |