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 | $91,772 | $73,933+24.1% | $96,683-5.1% | $75,163+22.1% |
| Participation rate | 42.3% | 66.4%-24.1pp | 74.3%-32.0pp | 67.2%-24.9pp |
| Annual return | -13.84% | 26.70%-40.5pp | 35.69%-49.5pp | 160.62%-174.5pp |
| Employer contribution / active EE | $1,778 | $2,928-39.3% | $3,737-52.4% | $2,670-33.4% |
| Participant deferral / active EE | $4,959 | $3,659+35.6% | $4,878+1.7% | $4,125+20.2% |
| Admin fee / account holder | $0 | $5,216-100.0% | $6,730-100.0% | $5,651-100.0% |