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 7-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 | $13,201 | $53,162-75.2% | $91,220-85.5% | $68,494-80.7% |
| Participation rate | 39.2% | 63.2%-24.0pp | 73.2%-34.0pp | 67.9%-28.7pp |
| Annual return | -23.59% | -3.14%-20.4pp | 114.01%-137.6pp | -7.84%-15.7pp |
| Employer contribution / active EE | $1,487 | $1,709-13.0% | $2,850-47.8% | $2,596-42.7% |
| Participant deferral / active EE | $2,416 | $2,974-18.8% | $4,234-42.9% | $4,027-40.0% |
| Admin fee / account holder | $119 | $4,493-97.3% | $5,420-97.8% | $5,403-97.8% |