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 | $54,664 | $54,726-0.1% | $68,793-20.5% | $64,186-14.8% |
| Participation rate | 58.1% | 68.0%-10.0pp | 72.2%-14.2pp | 69.6%-11.5pp |
| Annual return | -9.61% | -1.62%-8.0pp | -4.63%-5.0pp | 7.63%-17.2pp |
| Employer contribution / active EE | $1,367 | $1,846-25.9% | $2,625-47.9% | $2,381-42.6% |
| Participant deferral / active EE | $3,752 | $2,626+42.9% | $3,311+13.3% | $3,470+8.1% |
| Admin fee / account holder | $29 | $4,027-99.3% | $5,131-99.4% | $4,888-99.4% |