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 | $17,385 | $53,018-67.2% | $70,014-75.2% | $62,891-72.4% |
| Participation rate | 67.7% | 67.2%+0.5pp | 71.8%-4.1pp | 69.3%-1.6pp |
| Annual return | -0.71% | 13.35%-14.1pp | 12.99%-13.7pp | 20.14%-20.9pp |
| Employer contribution / active EE | $656 | $1,799-63.5% | $2,338-71.9% | $2,281-71.2% |
| Participant deferral / active EE | $3,062 | $2,395+27.9% | $2,931+4.5% | $3,203-4.4% |
| Admin fee / account holder | $99 | $3,690-97.3% | $4,380-97.7% | $4,296-97.7% |