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 | $63,851 | $98,750-35.3% | $149,696-57.3% | $79,858-20.0% |
| Participation rate | 59.1% | 75.8%-16.7pp | 82.5%-23.4pp | 69.6%-10.5pp |
| Annual return | -1.47% | 27.43%-28.9pp | 276.60%-278.1pp | 31.71%-33.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,632 | $5,680-53.7% | $6,842-61.5% | $3,740-29.6% |
| Admin fee / account holder | $96 | $6,053-98.4% | $9,309-99.0% | $5,306-98.2% |