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 | $30,188 | $50,958-40.8% | $74,550-59.5% | $64,186-53.0% |
| Participation rate | 61.9% | 61.1%+0.8pp | 69.1%-7.2pp | 69.6%-7.7pp |
| Annual return | -9.41% | -1.86%-7.6pp | 32.53%-41.9pp | 7.63%-17.0pp |
| Employer contribution / active EE | $742 | $1,115-33.4% | $1,961-62.1% | $2,381-68.8% |
| Participant deferral / active EE | $1,228 | $2,301-46.6% | $3,108-60.5% | $3,470-64.6% |
| Admin fee / account holder | $106 | $4,223-97.5% | $5,060-97.9% | $4,888-97.8% |