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 | $33,481 | $50,958-34.3% | $74,550-55.1% | $64,186-47.8% |
| Participation rate | 39.5% | 61.1%-21.6pp | 69.1%-29.7pp | 69.6%-30.1pp |
| Annual return | -9.95% | -1.86%-8.1pp | 32.53%-42.5pp | 7.63%-17.6pp |
| Employer contribution / active EE | $583 | $1,115-47.7% | $1,961-70.3% | $2,381-75.5% |
| Participant deferral / active EE | $1,644 | $2,301-28.6% | $3,108-47.1% | $3,470-52.6% |
| Admin fee / account holder | $295 | $4,223-93.0% | $5,060-94.2% | $4,888-94.0% |