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 | $23,354 | $43,327-46.1% | $59,878-61.0% | $64,186-63.6% |
| Participation rate | 61.5% | 69.2%-7.6pp | 74.7%-13.2pp | 69.6%-8.0pp |
| Annual return | -8.33% | -1.55%-6.8pp | 3.46%-11.8pp | 7.63%-16.0pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,111 | $2,546-17.1% | $3,402-38.0% | $3,470-39.2% |
| Admin fee / account holder | $46 | $3,005-98.5% | $3,590-98.7% | $4,888-99.1% |