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 | $75,451 | $43,327+74.1% | $59,878+26.0% | $64,186+17.6% |
| Participation rate | 44.4% | 69.2%-24.7pp | 74.7%-30.3pp | 69.6%-25.1pp |
| Annual return | -10.63% | -1.55%-9.1pp | 3.46%-14.1pp | 7.63%-18.3pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,331 | $2,546+30.8% | $3,402-2.1% | $3,470-4.0% |
| Admin fee / account holder | $125 | $3,005-95.9% | $3,590-96.5% | $4,888-97.5% |