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 | $76,872 | $140,940-45.5% | $112,229-31.5% | $139,434-44.9% |
| Participation rate | 33.3% | 79.2%-45.9pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | -0.81% | 32.71%-33.5pp | 30.20%-31.0pp | 372.94%-373.8pp |
| Employer contribution / active EE | $0 | $4,283-100.0% | $3,430-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,315 | $5,874-60.6% | $4,798-51.7% | $6,710-65.5% |
| Admin fee / account holder | $119 | $9,954-98.8% | $7,748-98.5% | $11,403-99.0% |