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 | $48,122 | $50,958-5.6% | $74,550-35.4% | $64,186-25.0% |
| Participation rate | 58.1% | 61.1%-3.0pp | 69.1%-11.1pp | 69.6%-11.5pp |
| Annual return | -8.11% | -1.86%-6.3pp | 32.53%-40.6pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,144 | $1,115+2.6% | $1,961-41.7% | $2,381-51.9% |
| Participant deferral / active EE | $1,834 | $2,301-20.3% | $3,108-41.0% | $3,470-47.1% |
| Admin fee / account holder | $43 | $4,223-99.0% | $5,060-99.1% | $4,888-99.1% |