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 | $33,334 | $48,076-30.7% | $78,689-57.6% | $62,891-47.0% |
| Participation rate | 60.0% | 65.2%-5.2pp | 73.6%-13.6pp | 69.3%-9.3pp |
| Annual return | -0.95% | 31.35%-32.3pp | 62.18%-63.1pp | 20.14%-21.1pp |
| Employer contribution / active EE | $1,797 | $2,015-10.8% | $2,851-36.9% | $2,281-21.2% |
| Participant deferral / active EE | $2,179 | $2,588-15.8% | $3,517-38.0% | $3,203-32.0% |
| Admin fee / account holder | $63 | $3,207-98.0% | $4,510-98.6% | $4,296-98.5% |