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 | $26,496 | $97,757-72.9% | $83,848-68.4% | $135,375-80.4% |
| Participation rate | 47.4% | 80.0%-32.6pp | 76.1%-28.8pp | 82.6%-35.3pp |
| Annual return | -16.10% | 1287.37%-1303.5pp | 850.88%-867.0pp | 519.73%-535.8pp |
| Employer contribution / active EE | $1,324 | $4,222-68.6% | $3,631-63.5% | $4,779-72.3% |
| Participant deferral / active EE | $3,485 | $4,682-25.6% | $4,082-14.6% | $5,609-37.9% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |