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 | $9,334 | $84,402-88.9% | $61,373-84.8% | $134,475-93.1% |
| Participation rate | 14.3% | 62.2%-47.9pp | 52.6%-38.3pp | 81.2%-66.9pp |
| Annual return | -26.60% | 584.55%-611.1pp | 338.61%-365.2pp | 417.96%-444.6pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $914 | $2,819-67.6% | $2,125-57.0% | $6,400-85.7% |
| Admin fee / account holder | $29 | $2,585-98.9% | $2,130-98.6% | $11,426-99.7% |