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 | $23,121 | $158,817-85.4% | $121,196-80.9% | $135,375-82.9% |
| Participation rate | 38.9% | 79.3%-40.4pp | 71.7%-32.9pp | 82.6%-43.8pp |
| Annual return | -9.85% | -0.64%-9.2pp | 16.93%-26.8pp | 519.73%-529.6pp |
| Employer contribution / active EE | $979 | $5,665-82.7% | $4,022-75.7% | $4,779-79.5% |
| Participant deferral / active EE | $3,082 | $4,005-23.0% | $3,344-7.8% | $5,609-45.0% |
| Admin fee / account holder | $251 | $6,512-96.1% | $5,019-95.0% | $10,827-97.7% |