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 | $12,564 | $90,320-86.1% | $59,496-78.9% | $125,391-90.0% |
| Participation rate | 58.3% | 68.3%-10.0pp | 54.6%+3.8pp | 83.2%-24.9pp |
| Annual return | -13.83% | 369.13%-383.0pp | 182.05%-195.9pp | 282.22%-296.1pp |
| Employer contribution / active EE | $487 | $1,792-72.8% | $1,153-57.8% | $4,866-90.0% |
| Participant deferral / active EE | $5,075 | $2,716+86.8% | $1,829+177.4% | $5,352-5.2% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,540-100.0% |