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 | $58,907 | $73,867-20.3% | $143,757-59.0% | $68,494-14.0% |
| Participation rate | 50.0% | 66.7%-16.7pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | -20.16% | 1.01%-21.2pp | -0.04%-20.1pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,976 | $3,184-38.0% | $4,951-60.1% | $2,596-23.9% |
| Participant deferral / active EE | $3,410 | $3,384+0.8% | $5,637-39.5% | $4,027-15.3% |
| Admin fee / account holder | $171 | $5,755-97.0% | $14,673-98.8% | $5,403-96.8% |