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 | $17,011 | $35,183-51.6% | $73,545-76.9% | $70,131-75.7% |
| Participation rate | 50.7% | 42.9%+7.8pp | 54.9%-4.2pp | 69.5%-18.8pp |
| Annual return | 11.07% | 26.90%-15.8pp | -15.16%+26.2pp | 73.14%-62.1pp |
| Employer contribution / active EE | $661 | $709-6.7% | $1,219-45.7% | $2,342-71.8% |
| Participant deferral / active EE | $1,564 | $1,220+28.2% | $1,806-13.4% | $3,332-53.0% |
| Admin fee / account holder | $121 | $2,302-94.8% | $2,320-94.8% | $4,645-97.4% |