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 | $20,713 | $102,966-79.9% | $90,281-77.1% | $152,861-86.4% |
| Participation rate | 30.8% | 75.9%-45.1pp | 73.3%-42.5pp | 82.4%-51.7pp |
| Annual return | -2.42% | 95.16%-97.6pp | 78.10%-80.5pp | 345.32%-347.7pp |
| Employer contribution / active EE | $424 | $3,139-86.5% | $2,854-85.1% | $4,762-91.1% |
| Participant deferral / active EE | $1,751 | $4,281-59.1% | $3,885-54.9% | $5,850-70.1% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |