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 | $8,382 | $92,703-91.0% | $82,719-89.9% | $134,475-93.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -24.64% | 944.92%-969.6pp | 701.18%-725.8pp | 417.96%-442.6pp |
| Employer contribution / active EE | $1,033 | $3,274-68.4% | $3,009-65.7% | $4,740-78.2% |
| Participant deferral / active EE | $1,944 | $4,802-59.5% | $4,395-55.8% | $6,400-69.6% |
| Admin fee / account holder | $51 | $5,983-99.1% | $5,329-99.0% | $11,426-99.6% |