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 | $29,852 | $135,635-78.0% | $110,238-72.9% | $135,375-77.9% |
| Participation rate | 64.3% | 83.5%-19.2pp | 79.8%-15.5pp | 82.6%-18.4pp |
| Annual return | -11.05% | 513.19%-524.2pp | 314.74%-325.8pp | 519.73%-530.8pp |
| Employer contribution / active EE | $2,278 | $4,906-53.6% | $3,826-40.5% | $4,779-52.3% |
| Participant deferral / active EE | $3,725 | $5,506-32.4% | $4,672-20.3% | $5,609-33.6% |
| Admin fee / account holder | $13 | $11,457-99.9% | $8,547-99.9% | $10,827-99.9% |