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 9-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 | $34,596 | $56,835-39.1% | - | $135,375-74.4% |
| Participation rate | 22.2% | 68.0%-45.7pp | - | 82.6%-60.4pp |
| Annual return | -17.53% | 2630.74%-2648.3pp | - | 519.73%-537.3pp |
| Employer contribution / active EE | $1,129 | $2,734-58.7% | - | $4,779-76.4% |
| Participant deferral / active EE | $3,387 | $3,681-8.0% | - | $5,609-39.6% |
| Admin fee / account holder | $0 | $1,586-100.0% | - | $10,827-100.0% |