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 | $81,278 | $99,341-18.2% | $84,750-4.1% | $273,961-70.3% |
| Participation rate | 57.9% | 80.7%-22.8pp | 76.6%-18.7pp | 83.0%-25.1pp |
| Annual return | -0.40% | 22.93%-23.3pp | 22.78%-23.2pp | 41.45%-41.9pp |
| Employer contribution / active EE | $1,615 | $4,214-61.7% | $3,574-54.8% | $4,869-66.8% |
| Participant deferral / active EE | $4,471 | $4,269+4.7% | $3,712+20.5% | $5,287-15.4% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |