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 6-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 | $156,348 | $189,613-17.5% | $167,512-6.7% | $142,382+9.8% |
| Participation rate | 33.3% | 80.1%-46.8pp | 77.1%-43.7pp | 80.1%-46.8pp |
| Annual return | -24.86% | 2024.68%-2049.5pp | 1615.79%-1640.7pp | 217.08%-241.9pp |
| Employer contribution / active EE | $7,000 | $4,349+61.0% | $3,882+80.3% | $4,299+62.8% |
| Participant deferral / active EE | $4,000 | $6,981-42.7% | $6,405-37.5% | $6,507-38.5% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |